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 | $40,143 | $135,635-70.4% | $110,238-63.6% | $135,375-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.74% | 513.19%-517.9pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $617 | $4,906-87.4% | $3,826-83.9% | $4,779-87.1% |
| Participant deferral / active EE | $12,250 | $5,506+122.5% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $10,934 | $11,457-4.6% | $8,547+27.9% | $10,827+1.0% |