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 | $54,045 | $97,757-44.7% | $83,848-35.5% | $135,375-60.1% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | -5.48% | 1287.37%-1292.8pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $557 | $4,222-86.8% | $3,631-84.7% | $4,779-88.4% |
| Participant deferral / active EE | $1,527 | $4,682-67.4% | $4,082-62.6% | $5,609-72.8% |
| Admin fee / account holder | $1,027 | $6,674-84.6% | $5,478-81.3% | $10,827-90.5% |