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 | $41,855 | $135,635-69.1% | $110,238-62.0% | $135,375-69.1% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.8%-9.0pp | 82.6%-11.8pp |
| Annual return | -3.64% | 513.19%-516.8pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $602 | $4,906-87.7% | $3,826-84.3% | $4,779-87.4% |
| Participant deferral / active EE | $2,598 | $5,506-52.8% | $4,672-44.4% | $5,609-53.7% |
| Admin fee / account holder | $319 | $11,457-97.2% | $8,547-96.3% | $10,827-97.0% |