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 | $139,826 | $138,065+1.3% | $123,544+13.2% | $135,375+3.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $541 | $5,151-89.5% | $4,628-88.3% | $4,779-88.7% |
| Participant deferral / active EE | $22,500 | $6,799+230.9% | $6,426+250.2% | $5,609+301.2% |
| Admin fee / account holder | $10,155 | $10,916-7.0% | $9,284+9.4% | $10,827-6.2% |