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 9-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 | $87,609 | $138,044-36.5% | $125,339-30.1% | $134,475-34.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.11% | 750.33%-758.4pp | 572.05%-580.2pp | 417.96%-426.1pp |
| Employer contribution / active EE | $774 | $5,243-85.2% | $4,814-83.9% | $4,740-83.7% |
| Participant deferral / active EE | $11,219 | $7,799+43.9% | $7,446+50.7% | $6,400+75.3% |
| Admin fee / account holder | $13,265 | $11,571+14.6% | $10,010+32.5% | $11,426+16.1% |