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 | $131,416 | $180,449-27.2% | $154,107-14.7% | $135,375-2.9% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -5.43% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,232 | $6,035-79.6% | $5,298-76.8% | $4,779-74.2% |
| Participant deferral / active EE | $5,168 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $1,636 | $16,143-89.9% | $13,411-87.8% | $10,827-84.9% |