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 9-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 | $47,090 | $138,044-65.9% | $125,339-62.4% | $134,475-65.0% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -13.48% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $754 | $5,243-85.6% | $4,814-84.3% | $4,740-84.1% |
| Participant deferral / active EE | $5,573 | $7,799-28.5% | $7,446-25.2% | $6,400-12.9% |
| Admin fee / account holder | $1,339 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |