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 | $38,698 | $160,055-75.8% | $140,016-72.4% | $135,375-71.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.70% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,340 | $6,420-79.1% | $5,606-76.1% | $4,779-72.0% |
| Participant deferral / active EE | $3,536 | $7,642-53.7% | $6,927-49.0% | $5,609-37.0% |
| Admin fee / account holder | $911 | $13,328-93.2% | $10,705-91.5% | $10,827-91.6% |