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 | $132,236 | $138,044-4.2% | $125,339+5.5% | $134,475-1.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -10.97% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $280 | $5,243-94.7% | $4,814-94.2% | $4,740-94.1% |
| Participant deferral / active EE | $12,689 | $7,799+62.7% | $7,446+70.4% | $6,400+98.3% |
| Admin fee / account holder | $76,772 | $11,571+563.5% | $10,010+667.0% | $11,426+571.9% |