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 | $56,205 | $135,635-58.6% | $110,238-49.0% | $135,375-58.5% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.8%-9.2pp | 82.6%-12.1pp |
| Annual return | -8.66% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $921 | $4,906-81.2% | $3,826-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $4,980 | $5,506-9.6% | $4,672+6.6% | $5,609-11.2% |
| Admin fee / account holder | $843 | $11,457-92.6% | $8,547-90.1% | $10,827-92.2% |