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 | $69,772 | $160,055-56.4% | $140,016-50.2% | $135,375-48.5% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.5%-13.8pp | 82.6%-9.0pp |
| Annual return | -3.53% | 911.38%-914.9pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $709 | $6,420-89.0% | $5,606-87.4% | $4,779-85.2% |
| Participant deferral / active EE | $6,563 | $7,642-14.1% | $6,927-5.3% | $5,609+17.0% |
| Admin fee / account holder | $3,168 | $13,328-76.2% | $10,705-70.4% | $10,827-70.7% |