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 | $36,872 | $135,635-72.8% | $110,238-66.6% | $135,375-72.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -4.60% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $625 | $4,906-87.3% | $3,826-83.7% | $4,779-86.9% |
| Participant deferral / active EE | $1,924 | $5,506-65.1% | $4,672-58.8% | $5,609-65.7% |
| Admin fee / account holder | $10,466 | $11,457-8.6% | $8,547+22.5% | $10,827-3.3% |