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 | $22,161 | $138,065-83.9% | $123,544-82.1% | $135,375-83.6% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -6.64% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $197 | $5,151-96.2% | $4,628-95.7% | $4,779-95.9% |
| Participant deferral / active EE | $2,905 | $6,799-57.3% | $6,426-54.8% | $5,609-48.2% |
| Admin fee / account holder | $457 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |