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 | $94,988 | $135,635-30.0% | $110,238-13.8% | $135,375-29.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.38% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $826 | $4,906-83.2% | $3,826-78.4% | $4,779-82.7% |
| Participant deferral / active EE | $2,641 | $5,506-52.0% | $4,672-43.5% | $5,609-52.9% |
| Admin fee / account holder | $408 | $11,457-96.4% | $8,547-95.2% | $10,827-96.2% |