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 | $184,500 | $138,065+33.6% | $123,544+49.3% | $135,375+36.3% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -3.44% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,547 | $6,799+25.7% | $6,426+33.0% | $5,609+52.4% |
| Admin fee / account holder | $1,811 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |