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 | $100,265 | $160,055-37.4% | $140,016-28.4% | $135,375-25.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.38% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $769 | $6,420-88.0% | $5,606-86.3% | $4,779-83.9% |
| Participant deferral / active EE | $3,470 | $7,642-54.6% | $6,927-49.9% | $5,609-38.1% |
| Admin fee / account holder | $22,670 | $13,328+70.1% | $10,705+111.8% | $10,827+109.4% |