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 | $110,816 | $190,805-41.9% | $159,960-30.7% | $134,475-17.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.95% | 552.23%-566.2pp | 408.60%-422.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $629 | $4,995-87.4% | $4,226-85.1% | $4,740-86.7% |
| Participant deferral / active EE | $4,232 | $6,923-38.9% | $6,182-31.5% | $6,400-33.9% |
| Admin fee / account holder | $4,018 | $10,471-61.6% | $8,698-53.8% | $11,426-64.8% |