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 | $64,494 | $138,044-53.3% | $125,339-48.5% | $134,475-52.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -20.60% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $400 | $5,243-92.4% | $4,814-91.7% | $4,740-91.6% |
| Participant deferral / active EE | $11,028 | $7,799+41.4% | $7,446+48.1% | $6,400+72.3% |
| Admin fee / account holder | $5,045 | $11,571-56.4% | $10,010-49.6% | $11,426-55.8% |