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 | $67,632 | $168,632-59.9% | $147,614-54.2% | $125,391-46.1% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -2.60% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $773 | $6,252-87.6% | $5,564-86.1% | $4,866-84.1% |
| Participant deferral / active EE | $3,532 | $5,507-35.9% | $4,895-27.9% | $5,352-34.0% |
| Admin fee / account holder | $1,991 | $13,580-85.3% | $11,611-82.9% | $9,540-79.1% |