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 | $107,888 | $138,044-21.8% | $125,339-13.9% | $134,475-19.8% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -14.52% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $787 | $5,243-85.0% | $4,814-83.6% | $4,740-83.4% |
| Participant deferral / active EE | $3,487 | $7,799-55.3% | $7,446-53.2% | $6,400-45.5% |
| Admin fee / account holder | $28,493 | $11,571+146.2% | $10,010+184.7% | $11,426+149.4% |