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 | $34,675 | $180,449-80.8% | $154,107-77.5% | $135,375-74.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -0.02% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.8pp |
| Employer contribution / active EE | $954 | $6,035-84.2% | $5,298-82.0% | $4,779-80.0% |
| Participant deferral / active EE | $3,984 | $5,806-31.4% | $5,081-21.6% | $5,609-29.0% |
| Admin fee / account holder | $4,438 | $16,143-72.5% | $13,411-66.9% | $10,827-59.0% |