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 | $239,055 | $190,805+25.3% | $159,960+49.4% | $134,475+77.8% |
| Participation rate | 76.2% | 81.9%-5.7pp | 78.0%-1.8pp | 81.2%-5.0pp |
| Annual return | -19.08% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,595 | $6,923+53.0% | $6,182+71.4% | $6,400+65.6% |
| Admin fee / account holder | $7,406 | $10,471-29.3% | $8,698-14.9% | $11,426-35.2% |