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 | $169,898 | $180,449-5.8% | $154,107+10.2% | $135,375+25.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $594 | $6,035-90.2% | $5,298-88.8% | $4,779-87.6% |
| Participant deferral / active EE | $8,081 | $5,806+39.2% | $5,081+59.1% | $5,609+44.1% |
| Admin fee / account holder | $21,514 | $16,143+33.3% | $13,411+60.4% | $10,827+98.7% |