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 | $79,077 | $138,065-42.7% | $123,544-36.0% | $135,375-41.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -4.95% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,964 | $6,799-56.4% | $6,426-53.9% | $5,609-47.1% |
| Admin fee / account holder | $2,438 | $10,916-77.7% | $9,284-73.7% | $10,827-77.5% |