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 | $64,851 | $138,065-53.0% | $123,544-47.5% | $135,375-52.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $526 | $5,151-89.8% | $4,628-88.6% | $4,779-89.0% |
| Participant deferral / active EE | $2,978 | $6,799-56.2% | $6,426-53.7% | $5,609-46.9% |
| Admin fee / account holder | $676 | $10,916-93.8% | $9,284-92.7% | $10,827-93.8% |