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 | $38,705 | $160,055-75.8% | $140,016-72.4% | $135,375-71.4% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.5%-10.2pp | 82.6%-5.4pp |
| Annual return | -3.01% | 911.38%-914.4pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,159 | $6,420-81.9% | $5,606-79.3% | $4,779-75.7% |
| Participant deferral / active EE | $3,411 | $7,642-55.4% | $6,927-50.8% | $5,609-39.2% |
| Admin fee / account holder | $5,082 | $13,328-61.9% | $10,705-52.5% | $10,827-53.1% |