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 | $125,249 | $180,449-30.6% | $154,107-18.7% | $135,375-7.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.29% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $860 | $6,035-85.8% | $5,298-83.8% | $4,779-82.0% |
| Participant deferral / active EE | $7,400 | $5,806+27.5% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $4,409 | $16,143-72.7% | $13,411-67.1% | $10,827-59.3% |