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 | $22,156 | $138,044-83.9% | $125,339-82.3% | $134,475-83.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.68% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $913 | $5,243-82.6% | $4,814-81.0% | $4,740-80.7% |
| Participant deferral / active EE | $8,013 | $7,799+2.7% | $7,446+7.6% | $6,400+25.2% |
| Admin fee / account holder | $1,078 | $11,571-90.7% | $10,010-89.2% | $11,426-90.6% |