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 | $122,677 | $97,757+25.5% | $83,848+46.3% | $135,375-9.4% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -3.76% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $37 | $4,222-99.1% | $3,631-99.0% | $4,779-99.2% |
| Participant deferral / active EE | $5,071 | $4,682+8.3% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $18,026 | $6,674+170.1% | $5,478+229.1% | $10,827+66.5% |