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 | $69,054 | $168,632-59.1% | $147,614-53.2% | $125,391-44.9% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -1.32% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,104 | $6,252-82.3% | $5,564-80.2% | $4,866-77.3% |
| Participant deferral / active EE | $4,931 | $5,507-10.5% | $4,895+0.7% | $5,352-7.9% |
| Admin fee / account holder | $32,746 | $13,580+141.1% | $11,611+182.0% | $9,540+243.2% |