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 | $111,724 | $138,065-19.1% | $123,544-9.6% | $135,375-17.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.31% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $835 | $5,151-83.8% | $4,628-82.0% | $4,779-82.5% |
| Participant deferral / active EE | $8,353 | $6,799+22.9% | $6,426+30.0% | $5,609+48.9% |
| Admin fee / account holder | $22,812 | $10,916+109.0% | $9,284+145.7% | $10,827+110.7% |