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 | $193,274 | $135,635+42.5% | $110,238+75.3% | $135,375+42.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.54% | 513.19%-516.7pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $294 | $4,906-94.0% | $3,826-92.3% | $4,779-93.8% |
| Participant deferral / active EE | $2,415 | $5,506-56.2% | $4,672-48.3% | $5,609-57.0% |
| Admin fee / account holder | $1,835 | $11,457-84.0% | $8,547-78.5% | $10,827-83.1% |