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 | $56,458 | $160,055-64.7% | $140,016-59.7% | $135,375-58.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -2.43% | 911.38%-913.8pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $663 | $6,420-89.7% | $5,606-88.2% | $4,779-86.1% |
| Participant deferral / active EE | $2,796 | $7,642-63.4% | $6,927-59.6% | $5,609-50.2% |
| Admin fee / account holder | $67,436 | $13,328+406.0% | $10,705+529.9% | $10,827+522.8% |