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 | $52,044 | $135,635-61.6% | $110,238-52.8% | $135,375-61.6% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -3.69% | 513.19%-516.9pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $872 | $4,906-82.2% | $3,826-77.2% | $4,779-81.8% |
| Participant deferral / active EE | $3,159 | $5,506-42.6% | $4,672-32.4% | $5,609-43.7% |
| Admin fee / account holder | $1,839 | $11,457-84.0% | $8,547-78.5% | $10,827-83.0% |