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 7-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 | $34,149 | $190,805-82.1% | $159,960-78.7% | $134,475-74.6% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -13.19% | 552.23%-565.4pp | 408.60%-421.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $499 | $4,995-90.0% | $4,226-88.2% | $4,740-89.5% |
| Participant deferral / active EE | $5,073 | $6,923-26.7% | $6,182-17.9% | $6,400-20.7% |
| Admin fee / account holder | $1,144 | $10,471-89.1% | $8,698-86.8% | $11,426-90.0% |