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 | $211,911 | $138,065+53.5% | $123,544+71.5% | $135,375+56.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.11% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $780 | $5,151-84.9% | $4,628-83.1% | $4,779-83.7% |
| Participant deferral / active EE | $12,125 | $6,799+78.3% | $6,426+88.7% | $5,609+116.2% |
| Admin fee / account holder | $2,655 | $10,916-75.7% | $9,284-71.4% | $10,827-75.5% |