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 | $135,044 | $160,055-15.6% | $140,016-3.6% | $135,375-0.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -1.53% | 911.38%-912.9pp | 651.12%-652.6pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,211 | $6,420-81.1% | $5,606-78.4% | $4,779-74.7% |
| Participant deferral / active EE | $8,100 | $7,642+6.0% | $6,927+16.9% | $5,609+44.4% |
| Admin fee / account holder | $49,234 | $13,328+269.4% | $10,705+359.9% | $10,827+354.7% |