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 | $29,199 | $97,757-70.1% | $83,848-65.2% | $135,375-78.4% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -7.48% | 1287.37%-1294.8pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,384 | $4,682-6.4% | $4,082+7.4% | $5,609-21.8% |
| Admin fee / account holder | $5,115 | $6,674-23.4% | $5,478-6.6% | $10,827-52.8% |