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 | $78,331 | $180,449-56.6% | $154,107-49.2% | $135,375-42.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -8.43% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,057 | $6,035-82.5% | $5,298-80.0% | $4,779-77.9% |
| Participant deferral / active EE | $4,485 | $5,806-22.7% | $5,081-11.7% | $5,609-20.0% |
| Admin fee / account holder | $4,587 | $16,143-71.6% | $13,411-65.8% | $10,827-57.6% |