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 | $49,948 | $135,635-63.2% | $110,238-54.7% | $135,375-63.1% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -6.46% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $515 | $4,906-89.5% | $3,826-86.5% | $4,779-89.2% |
| Participant deferral / active EE | $2,996 | $5,506-45.6% | $4,672-35.9% | $5,609-46.6% |
| Admin fee / account holder | $1,046 | $11,457-90.9% | $8,547-87.8% | $10,827-90.3% |