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 | $86,089 | $138,065-37.6% | $123,544-30.3% | $135,375-36.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.87% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $410 | $5,151-92.0% | $4,628-91.1% | $4,779-91.4% |
| Participant deferral / active EE | $2,889 | $6,799-57.5% | $6,426-55.0% | $5,609-48.5% |
| Admin fee / account holder | $4,254 | $10,916-61.0% | $9,284-54.2% | $10,827-60.7% |