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 | $112,944 | $97,757+15.5% | $83,848+34.7% | $135,375-16.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -0.47% | 1287.37%-1287.8pp | 850.88%-851.4pp | 519.73%-520.2pp |
| Employer contribution / active EE | $691 | $4,222-83.6% | $3,631-81.0% | $4,779-85.5% |
| Participant deferral / active EE | $3,532 | $4,682-24.6% | $4,082-13.5% | $5,609-37.0% |
| Admin fee / account holder | $1,290 | $6,674-80.7% | $5,478-76.5% | $10,827-88.1% |