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 | $67,020 | $160,055-58.1% | $140,016-52.1% | $135,375-50.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -2.04% | 911.38%-913.4pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $946 | $6,420-85.3% | $5,606-83.1% | $4,779-80.2% |
| Participant deferral / active EE | $2,899 | $7,642-62.1% | $6,927-58.2% | $5,609-48.3% |
| Admin fee / account holder | $2,168 | $13,328-83.7% | $10,705-79.8% | $10,827-80.0% |