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 | $183,695 | $138,044+33.1% | $125,339+46.6% | $134,475+36.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.46% | 750.33%-750.8pp | 572.05%-572.5pp | 417.96%-418.4pp |
| Employer contribution / active EE | $360 | $5,243-93.1% | $4,814-92.5% | $4,740-92.4% |
| Participant deferral / active EE | $5,000 | $7,799-35.9% | $7,446-32.9% | $6,400-21.9% |
| Admin fee / account holder | $5,168 | $11,571-55.3% | $10,010-48.4% | $11,426-54.8% |