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 | $110,841 | $190,805-41.9% | $159,960-30.7% | $134,475-17.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.33% | 552.23%-567.6pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $612 | $4,995-87.8% | $4,226-85.5% | $4,740-87.1% |
| Participant deferral / active EE | $10,300 | $6,923+48.8% | $6,182+66.6% | $6,400+60.9% |
| Admin fee / account holder | $16,329 | $10,471+55.9% | $8,698+87.7% | $11,426+42.9% |