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 | $215,564 | $160,055+34.7% | $140,016+54.0% | $135,375+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.59% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $159 | $6,420-97.5% | $5,606-97.2% | $4,779-96.7% |
| Participant deferral / active EE | $2,960 | $7,642-61.3% | $6,927-57.3% | $5,609-47.2% |
| Admin fee / account holder | $2,317 | $13,328-82.6% | $10,705-78.4% | $10,827-78.6% |