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 | $58,897 | $138,044-57.3% | $125,339-53.0% | $134,475-56.2% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -19.08% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $927 | $5,243-82.3% | $4,814-80.7% | $4,740-80.4% |
| Participant deferral / active EE | $9,690 | $7,799+24.2% | $7,446+30.1% | $6,400+51.4% |
| Admin fee / account holder | $1,336 | $11,571-88.5% | $10,010-86.7% | $11,426-88.3% |