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 | $88,533 | $135,635-34.7% | $110,238-19.7% | $135,375-34.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -4.05% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $874 | $4,906-82.2% | $3,826-77.2% | $4,779-81.7% |
| Participant deferral / active EE | $6,053 | $5,506+9.9% | $4,672+29.6% | $5,609+7.9% |
| Admin fee / account holder | $14,428 | $11,457+25.9% | $8,547+68.8% | $10,827+33.3% |