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 | $92,572 | $160,055-42.2% | $140,016-33.9% | $135,375-31.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.78% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $917 | $6,420-85.7% | $5,606-83.7% | $4,779-80.8% |
| Participant deferral / active EE | $4,824 | $7,642-36.9% | $6,927-30.4% | $5,609-14.0% |
| Admin fee / account holder | $909 | $13,328-93.2% | $10,705-91.5% | $10,827-91.6% |