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 8-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 | $102,838 | $160,055-35.7% | $140,016-26.6% | $135,375-24.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.31% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $950 | $6,420-85.2% | $5,606-83.0% | $4,779-80.1% |
| Participant deferral / active EE | $12,843 | $7,642+68.1% | $6,927+85.4% | $5,609+129.0% |
| Admin fee / account holder | $435 | $13,328-96.7% | $10,705-95.9% | $10,827-96.0% |