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 | $52,030 | $135,635-61.6% | $110,238-52.8% | $135,375-61.6% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -5.81% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $663 | $4,906-86.5% | $3,826-82.7% | $4,779-86.1% |
| Participant deferral / active EE | $3,292 | $5,506-40.2% | $4,672-29.5% | $5,609-41.3% |
| Admin fee / account holder | $3,793 | $11,457-66.9% | $8,547-55.6% | $10,827-65.0% |