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 | $124,917 | $97,044+28.7% | $83,333+49.9% | $135,375-7.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.01% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,215 | $5,964+138.3% | $5,565+155.4% | $5,609+153.4% |
| Admin fee / account holder | $10,364 | $8,380+23.7% | $7,510+38.0% | $10,827-4.3% |