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 | $109,877 | $97,757+12.4% | $83,848+31.0% | $135,375-18.8% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -6.64% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $153 | $4,222-96.4% | $3,631-95.8% | $4,779-96.8% |
| Participant deferral / active EE | $3,306 | $4,682-29.4% | $4,082-19.0% | $5,609-41.1% |
| Admin fee / account holder | $4,817 | $6,674-27.8% | $5,478-12.1% | $10,827-55.5% |