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 | $101,968 | $127,386-20.0% | $115,037-11.4% | $125,391-18.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.55% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $146 | $5,166-97.2% | $4,608-96.8% | $4,866-97.0% |
| Participant deferral / active EE | $4,000 | $6,423-37.7% | $6,026-33.6% | $5,352-25.3% |
| Admin fee / account holder | $5,827 | $9,516-38.8% | $8,175-28.7% | $9,540-38.9% |