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 | $87,842 | $138,044-36.4% | $125,339-29.9% | $134,475-34.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -11.89% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $807 | $5,243-84.6% | $4,814-83.2% | $4,740-83.0% |
| Participant deferral / active EE | $4,348 | $7,799-44.2% | $7,446-41.6% | $6,400-32.1% |
| Admin fee / account holder | $1,899 | $11,571-83.6% | $10,010-81.0% | $11,426-83.4% |