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 | $126,749 | $138,065-8.2% | $123,544+2.6% | $135,375-6.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.83% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $785 | $5,151-84.8% | $4,628-83.0% | $4,779-83.6% |
| Participant deferral / active EE | $4,612 | $6,799-32.2% | $6,426-28.2% | $5,609-17.8% |
| Admin fee / account holder | $3,181 | $10,916-70.9% | $9,284-65.7% | $10,827-70.6% |