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 | $121,259 | $168,632-28.1% | $147,614-17.9% | $125,391-3.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.42% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $999 | $6,252-84.0% | $5,564-82.0% | $4,866-79.5% |
| Participant deferral / active EE | $4,075 | $5,507-26.0% | $4,895-16.8% | $5,352-23.9% |
| Admin fee / account holder | $7,974 | $13,580-41.3% | $11,611-31.3% | $9,540-16.4% |