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 | $96,204 | $138,044-30.3% | $125,339-23.2% | $134,475-28.5% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -15.54% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $492 | $5,243-90.6% | $4,814-89.8% | $4,740-89.6% |
| Participant deferral / active EE | $4,920 | $7,799-36.9% | $7,446-33.9% | $6,400-23.1% |
| Admin fee / account holder | $3,094 | $11,571-73.3% | $10,010-69.1% | $11,426-72.9% |