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 | $44,748 | $135,635-67.0% | $110,238-59.4% | $135,375-66.9% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -0.17% | 513.19%-513.4pp | 314.74%-314.9pp | 519.73%-519.9pp |
| Employer contribution / active EE | $624 | $4,906-87.3% | $3,826-83.7% | $4,779-86.9% |
| Participant deferral / active EE | $5,537 | $5,506+0.6% | $4,672+18.5% | $5,609-1.3% |
| Admin fee / account holder | $10,856 | $11,457-5.2% | $8,547+27.0% | $10,827+0.3% |