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 | $31,778 | $97,757-67.5% | $83,848-62.1% | $135,375-76.5% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -4.97% | 1287.37%-1292.3pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $566 | $4,222-86.6% | $3,631-84.4% | $4,779-88.2% |
| Participant deferral / active EE | $2,263 | $4,682-51.7% | $4,082-44.6% | $5,609-59.7% |
| Admin fee / account holder | $1,166 | $6,674-82.5% | $5,478-78.7% | $10,827-89.2% |