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 | $31,823 | $138,044-76.9% | $125,339-74.6% | $134,475-76.3% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -10.79% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $916 | $5,243-82.5% | $4,814-81.0% | $4,740-80.7% |
| Participant deferral / active EE | $5,302 | $7,799-32.0% | $7,446-28.8% | $6,400-17.2% |
| Admin fee / account holder | $2,897 | $11,571-75.0% | $10,010-71.1% | $11,426-74.6% |