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 | $145,637 | $135,635+7.4% | $110,238+32.1% | $135,375+7.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.63% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $651 | $4,906-86.7% | $3,826-83.0% | $4,779-86.4% |
| Participant deferral / active EE | $2,972 | $5,506-46.0% | $4,672-36.4% | $5,609-47.0% |
| Admin fee / account holder | $860 | $11,457-92.5% | $8,547-89.9% | $10,827-92.1% |