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 | $110,931 | $138,065-19.7% | $123,544-10.2% | $135,375-18.1% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -4.87% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $330 | $5,151-93.6% | $4,628-92.9% | $4,779-93.1% |
| Participant deferral / active EE | $7,047 | $6,799+3.6% | $6,426+9.7% | $5,609+25.6% |
| Admin fee / account holder | $3,821 | $10,916-65.0% | $9,284-58.8% | $10,827-64.7% |