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 | $91,701 | $138,044-33.6% | $125,339-26.8% | $134,475-31.8% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -17.11% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $574 | $5,243-89.1% | $4,814-88.1% | $4,740-87.9% |
| Participant deferral / active EE | $5,739 | $7,799-26.4% | $7,446-22.9% | $6,400-10.3% |
| Admin fee / account holder | $3,279 | $11,571-71.7% | $10,010-67.2% | $11,426-71.3% |