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 | $111,584 | $138,065-19.2% | $123,544-9.7% | $135,375-17.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -3.82% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $802 | $5,151-84.4% | $4,628-82.7% | $4,779-83.2% |
| Participant deferral / active EE | $2,312 | $6,799-66.0% | $6,426-64.0% | $5,609-58.8% |
| Admin fee / account holder | $38,948 | $10,916+256.8% | $9,284+319.5% | $10,827+259.7% |