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 | $122,963 | $135,635-9.3% | $110,238+11.5% | $135,375-9.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.13% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $386 | $4,906-92.1% | $3,826-89.9% | $4,779-91.9% |
| Participant deferral / active EE | $5,581 | $5,506+1.4% | $4,672+19.5% | $5,609-0.5% |
| Admin fee / account holder | $97,333 | $11,457+749.6% | $8,547+1038.8% | $10,827+799.0% |