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 | $53,571 | $135,635-60.5% | $110,238-51.4% | $135,375-60.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -1.47% | 513.19%-514.7pp | 314.74%-316.2pp | 519.73%-521.2pp |
| Employer contribution / active EE | $346 | $4,906-92.9% | $3,826-90.9% | $4,779-92.8% |
| Participant deferral / active EE | $5,772 | $5,506+4.8% | $4,672+23.6% | $5,609+2.9% |
| Admin fee / account holder | $534 | $11,457-95.3% | $8,547-93.7% | $10,827-95.1% |