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 | $176,085 | $100,754+74.8% | $86,677+103.2% | $134,475+30.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.91% | 29.04%-43.0pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $531 | $3,489-84.8% | $2,836-81.3% | $4,740-88.8% |
| Participant deferral / active EE | $2,777 | $5,338-48.0% | $4,656-40.4% | $6,400-56.6% |
| Admin fee / account holder | $19,871 | $10,926+81.9% | $7,493+165.2% | $11,426+73.9% |