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 | $71,155 | $138,065-48.5% | $123,544-42.4% | $135,375-47.4% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -8.19% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $657 | $5,151-87.2% | $4,628-85.8% | $4,779-86.2% |
| Participant deferral / active EE | $2,959 | $6,799-56.5% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $1,349 | $10,916-87.6% | $9,284-85.5% | $10,827-87.5% |