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 | $48,755 | $138,044-64.7% | $125,339-61.1% | $134,475-63.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.39% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $452 | $5,243-91.4% | $4,814-90.6% | $4,740-90.5% |
| Participant deferral / active EE | $5,552 | $7,799-28.8% | $7,446-25.4% | $6,400-13.3% |
| Admin fee / account holder | $12,132 | $11,571+4.8% | $10,010+21.2% | $11,426+6.2% |