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 9-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 | $171,798 | $135,635+26.7% | $110,238+55.8% | $135,375+26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.66% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $867 | $4,906-82.3% | $3,826-77.3% | $4,779-81.9% |
| Participant deferral / active EE | $9,945 | $5,506+80.6% | $4,672+112.9% | $5,609+77.3% |
| Admin fee / account holder | $905 | $11,457-92.1% | $8,547-89.4% | $10,827-91.6% |