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 | $47,939 | $160,055-70.0% | $140,016-65.8% | $135,375-64.6% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -7.41% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,294 | $6,420-79.8% | $5,606-76.9% | $4,779-72.9% |
| Participant deferral / active EE | $3,143 | $7,642-58.9% | $6,927-54.6% | $5,609-44.0% |
| Admin fee / account holder | $6,118 | $13,328-54.1% | $10,705-42.9% | $10,827-43.5% |