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 | $155,668 | $99,640+56.2% | $86,436+80.1% | $134,475+15.8% |
| Participation rate | 78.9% | 82.0%-3.1pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -15.49% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $349 | $4,400-92.1% | $3,769-90.7% | $4,740-92.6% |
| Participant deferral / active EE | $9,297 | $7,246+28.3% | $6,952+33.7% | $6,400+45.3% |
| Admin fee / account holder | $34,046 | $8,371+306.7% | $6,731+405.8% | $11,426+198.0% |