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 | $97,390 | $180,449-46.0% | $154,107-36.8% | $135,375-28.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.72% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $976 | $6,035-83.8% | $5,298-81.6% | $4,779-79.6% |
| Participant deferral / active EE | $2,063 | $5,806-64.5% | $5,081-59.4% | $5,609-63.2% |
| Admin fee / account holder | $9,271 | $16,143-42.6% | $13,411-30.9% | $10,827-14.4% |