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 | $23,275 | $138,065-83.1% | $123,544-81.2% | $135,375-82.8% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -7.33% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $270 | $5,151-94.8% | $4,628-94.2% | $4,779-94.4% |
| Participant deferral / active EE | $2,928 | $6,799-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $375 | $10,916-96.6% | $9,284-96.0% | $10,827-96.5% |