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 | $39,434 | $135,635-70.9% | $110,238-64.2% | $135,375-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.64% | 513.19%-513.8pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $778 | $4,906-84.1% | $3,826-79.7% | $4,779-83.7% |
| Participant deferral / active EE | $1,843 | $5,506-66.5% | $4,672-60.5% | $5,609-67.1% |
| Admin fee / account holder | $18,975 | $11,457+65.6% | $8,547+122.0% | $10,827+75.3% |