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 | $42,279 | $138,044-69.4% | $125,339-66.3% | $134,475-68.6% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -20.61% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $732 | $5,243-86.0% | $4,814-84.8% | $4,740-84.6% |
| Participant deferral / active EE | $5,244 | $7,799-32.8% | $7,446-29.6% | $6,400-18.1% |
| Admin fee / account holder | $3,552 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |