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 | $53,696 | $135,635-60.4% | $110,238-51.3% | $135,375-60.3% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -4.68% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $120 | $4,906-97.6% | $3,826-96.9% | $4,779-97.5% |
| Participant deferral / active EE | $2,450 | $5,506-55.5% | $4,672-47.6% | $5,609-56.3% |
| Admin fee / account holder | $11,753 | $11,457+2.6% | $8,547+37.5% | $10,827+8.6% |