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 | $144,508 | $135,635+6.5% | $110,238+31.1% | $135,375+6.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -8.28% | 513.19%-521.5pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $881 | $4,906-82.0% | $3,826-77.0% | $4,779-81.6% |
| Participant deferral / active EE | $3,451 | $5,506-37.3% | $4,672-26.1% | $5,609-38.5% |
| Admin fee / account holder | $15,157 | $11,457+32.3% | $8,547+77.3% | $10,827+40.0% |