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 | $80,491 | $135,635-40.7% | $110,238-27.0% | $135,375-40.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.40% | 513.19%-517.6pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $210 | $4,906-95.7% | $3,826-94.5% | $4,779-95.6% |
| Participant deferral / active EE | $4,191 | $5,506-23.9% | $4,672-10.3% | $5,609-25.3% |
| Admin fee / account holder | $11,032 | $11,457-3.7% | $8,547+29.1% | $10,827+1.9% |