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 | $134,878 | $190,805-29.3% | $159,960-15.7% | $134,475+0.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.39% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $535 | $4,995-89.3% | $4,226-87.3% | $4,740-88.7% |
| Participant deferral / active EE | $3,184 | $6,923-54.0% | $6,182-48.5% | $6,400-50.3% |
| Admin fee / account holder | $12,278 | $10,471+17.2% | $8,698+41.2% | $11,426+7.5% |