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 | $148,311 | $127,100+16.7% | $105,738+40.3% | $135,375+9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.30% | 4.49%-7.8pp | 6.27%-9.6pp | 519.73%-523.0pp |
| Employer contribution / active EE | $500 | $4,107-87.8% | $3,268-84.7% | $4,779-89.5% |
| Participant deferral / active EE | $9,200 | $5,064+81.7% | $4,080+125.5% | $5,609+64.0% |
| Admin fee / account holder | $16,852 | $9,087+85.4% | $6,913+143.8% | $10,827+55.6% |