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 | $200,746 | $160,055+25.4% | $140,016+43.4% | $135,375+48.3% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -8.46% | 911.38%-919.8pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $404 | $6,420-93.7% | $5,606-92.8% | $4,779-91.6% |
| Participant deferral / active EE | $8,898 | $7,642+16.4% | $6,927+28.5% | $5,609+58.6% |
| Admin fee / account holder | $13,411 | $13,328+0.6% | $10,705+25.3% | $10,827+23.9% |