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 | $87,360 | $180,449-51.6% | $154,107-43.3% | $135,375-35.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.05% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $585 | $6,035-90.3% | $5,298-89.0% | $4,779-87.8% |
| Participant deferral / active EE | $13,183 | $5,806+127.1% | $5,081+159.5% | $5,609+135.1% |
| Admin fee / account holder | $5,096 | $16,143-68.4% | $13,411-62.0% | $10,827-52.9% |