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 | $74,331 | $97,757-24.0% | $83,848-11.4% | $135,375-45.1% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.89% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $465 | $4,222-89.0% | $3,631-87.2% | $4,779-90.3% |
| Participant deferral / active EE | $6,488 | $4,682+38.6% | $4,082+59.0% | $5,609+15.7% |
| Admin fee / account holder | $1,909 | $6,674-71.4% | $5,478-65.2% | $10,827-82.4% |