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 | $145,506 | $138,065+5.4% | $123,544+17.8% | $135,375+7.5% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $523 | $5,151-89.8% | $4,628-88.7% | $4,779-89.1% |
| Participant deferral / active EE | $4,770 | $6,799-29.8% | $6,426-25.8% | $5,609-14.9% |
| Admin fee / account holder | $18,014 | $10,916+65.0% | $9,284+94.0% | $10,827+66.4% |