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 | $179,314 | $138,044+29.9% | $125,339+43.1% | $134,475+33.3% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -20.57% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $795 | $5,243-84.8% | $4,814-83.5% | $4,740-83.2% |
| Participant deferral / active EE | $9,241 | $7,799+18.5% | $7,446+24.1% | $6,400+44.4% |
| Admin fee / account holder | $10,290 | $11,571-11.1% | $10,010+2.8% | $11,426-9.9% |