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 | $100,645 | $138,044-27.1% | $125,339-19.7% | $134,475-25.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -20.60% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $958 | $5,243-81.7% | $4,814-80.1% | $4,740-79.8% |
| Participant deferral / active EE | $5,853 | $7,799-24.9% | $7,446-21.4% | $6,400-8.5% |
| Admin fee / account holder | $1,577 | $11,571-86.4% | $10,010-84.2% | $11,426-86.2% |