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 | $231,081 | $175,600+31.6% | $129,110+79.0% | $134,475+71.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.22% | -11.39%-4.8pp | -10.94%-5.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,000 | $6,355-84.3% | $5,052-80.2% | $4,740-78.9% |
| Participant deferral / active EE | $3,967 | $7,975-50.3% | $6,542-39.4% | $6,400-38.0% |
| Admin fee / account holder | $1,450 | $23,567-93.8% | $14,302-89.9% | $11,426-87.3% |