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 | $79,976 | $138,044-42.1% | $125,339-36.2% | $134,475-40.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -14.88% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $785 | $5,243-85.0% | $4,814-83.7% | $4,740-83.4% |
| Participant deferral / active EE | $7,213 | $7,799-7.5% | $7,446-3.1% | $6,400+12.7% |
| Admin fee / account holder | $25,472 | $11,571+120.1% | $10,010+154.5% | $11,426+122.9% |