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 | $34,037 | $133,958-74.6% | $112,228-69.7% | $134,475-74.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.78% | 47.11%-54.9pp | 27.45%-35.2pp | 417.96%-425.7pp |
| Employer contribution / active EE | $523 | $4,038-87.0% | $3,635-85.6% | $4,740-89.0% |
| Participant deferral / active EE | $3,459 | $5,291-34.6% | $4,728-26.8% | $6,400-45.9% |
| Admin fee / account holder | $1,643 | $7,489-78.1% | $6,410-74.4% | $11,426-85.6% |