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 4-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 | $33,161 | $190,805-82.6% | $159,960-79.3% | $134,475-75.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.50% | 552.23%-556.7pp | 408.60%-413.1pp | 417.96%-422.5pp |
| Employer contribution / active EE | $530 | $4,995-89.4% | $4,226-87.4% | $4,740-88.8% |
| Participant deferral / active EE | $8,182 | $6,923+18.2% | $6,182+32.3% | $6,400+27.9% |
| Admin fee / account holder | $349 | $10,471-96.7% | $8,698-96.0% | $11,426-96.9% |