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 | $80,269 | $133,958-40.1% | $112,228-28.5% | $134,475-40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.30% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $535 | $4,038-86.8% | $3,635-85.3% | $4,740-88.7% |
| Participant deferral / active EE | $9,446 | $5,291+78.5% | $4,728+99.8% | $6,400+47.6% |
| Admin fee / account holder | $3,197 | $7,489-57.3% | $6,410-50.1% | $11,426-72.0% |