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 6-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 | $128,118 | $138,044-7.2% | $125,339+2.2% | $134,475-4.7% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -20.03% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $853 | $5,243-83.7% | $4,814-82.3% | $4,740-82.0% |
| Participant deferral / active EE | $7,358 | $7,799-5.7% | $7,446-1.2% | $6,400+15.0% |
| Admin fee / account holder | $22,184 | $11,571+91.7% | $10,010+121.6% | $11,426+94.2% |