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 | $74,939 | $138,065-45.7% | $123,544-39.3% | $135,375-44.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.75% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $856 | $5,151-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $3,763 | $6,799-44.7% | $6,426-41.4% | $5,609-32.9% |
| Admin fee / account holder | $6,596 | $10,916-39.6% | $9,284-29.0% | $10,827-39.1% |