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 | $200,292 | $71,883+178.6% | $86,677+131.1% | $68,494+192.4% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -12.83% | 3.52%-16.4pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $296 | $2,173-86.4% | $2,836-89.6% | $2,596-88.6% |
| Participant deferral / active EE | $5,481 | $3,779+45.0% | $4,656+17.7% | $4,027+36.1% |
| Admin fee / account holder | $20,959 | $6,112+242.9% | $7,493+179.7% | $5,403+287.9% |