See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,869 | $190,805-12.0% | $159,960+4.9% | $134,475+24.8% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -15.67% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $352 | $4,995-93.0% | $4,226-91.7% | $4,740-92.6% |
| Participant deferral / active EE | $2,539 | $6,923-63.3% | $6,182-58.9% | $6,400-60.3% |
| Admin fee / account holder | $333 | $10,471-96.8% | $8,698-96.2% | $11,426-97.1% |