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 5-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 | $34,911 | $138,044-74.7% | $125,339-72.1% | $134,475-74.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -5.89% | 750.33%-756.2pp | 572.05%-577.9pp | 417.96%-423.9pp |
| Employer contribution / active EE | $732 | $5,243-86.0% | $4,814-84.8% | $4,740-84.5% |
| Participant deferral / active EE | $4,303 | $7,799-44.8% | $7,446-42.2% | $6,400-32.8% |
| Admin fee / account holder | $5,860 | $11,571-49.4% | $10,010-41.5% | $11,426-48.7% |