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 | $108,784 | $138,065-21.2% | $123,544-11.9% | $135,375-19.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $600 | $5,151-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $10,278 | $6,799+51.2% | $6,426+60.0% | $5,609+83.3% |
| Admin fee / account holder | $28,236 | $10,916+158.7% | $9,284+204.1% | $10,827+160.8% |