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 | $129,048 | $138,044-6.5% | $125,339+3.0% | $134,475-4.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.33%-763.9pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $893 | $5,243-83.0% | $4,814-81.4% | $4,740-81.2% |
| Participant deferral / active EE | $4,727 | $7,799-39.4% | $7,446-36.5% | $6,400-26.1% |
| Admin fee / account holder | $5,501 | $11,571-52.5% | $10,010-45.0% | $11,426-51.9% |