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 | $214,913 | $138,044+55.7% | $125,339+71.5% | $134,475+59.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.62% | 750.33%-758.9pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $685 | $5,243-86.9% | $4,814-85.8% | $4,740-85.5% |
| Participant deferral / active EE | $9,225 | $7,799+18.3% | $7,446+23.9% | $6,400+44.1% |
| Admin fee / account holder | $11,906 | $11,571+2.9% | $10,010+18.9% | $11,426+4.2% |