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 | $178,919 | $138,044+29.6% | $125,339+42.7% | $134,475+33.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.28% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | -$105 | $5,243-102.0% | $4,814-102.2% | $4,740-102.2% |
| Participant deferral / active EE | $11,672 | $7,799+49.7% | $7,446+56.7% | $6,400+82.4% |
| Admin fee / account holder | $10,601 | $11,571-8.4% | $10,010+5.9% | $11,426-7.2% |