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 | $194,039 | $138,044+40.6% | $125,339+54.8% | $134,475+44.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.66% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $347 | $5,243-93.4% | $4,814-92.8% | $4,740-92.7% |
| Participant deferral / active EE | $4,991 | $7,799-36.0% | $7,446-33.0% | $6,400-22.0% |
| Admin fee / account holder | $1,315 | $11,571-88.6% | $10,010-86.9% | $11,426-88.5% |