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 | $173,647 | $180,449-3.8% | $154,107+12.7% | $135,375+28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.80% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $82 | $6,035-98.6% | $5,298-98.5% | $4,779-98.3% |
| Participant deferral / active EE | $4,937 | $5,806-15.0% | $5,081-2.8% | $5,609-12.0% |
| Admin fee / account holder | $1,998 | $16,143-87.6% | $13,411-85.1% | $10,827-81.6% |