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 | $47,366 | $135,635-65.1% | $110,238-57.0% | $135,375-65.0% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.3pp | 82.6%-6.2pp |
| Annual return | -7.28% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,528 | $5,506+0.4% | $4,672+18.3% | $5,609-1.4% |
| Admin fee / account holder | $10,648 | $11,457-7.1% | $8,547+24.6% | $10,827-1.7% |