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 | $68,244 | $160,055-57.4% | $140,016-51.3% | $135,375-49.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -8.70% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $657 | $6,420-89.8% | $5,606-88.3% | $4,779-86.3% |
| Participant deferral / active EE | $3,689 | $7,642-51.7% | $6,927-46.8% | $5,609-34.2% |
| Admin fee / account holder | $817 | $13,328-93.9% | $10,705-92.4% | $10,827-92.5% |