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 | $109,755 | $127,386-13.8% | $115,037-4.6% | $125,391-12.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $705 | $5,166-86.4% | $4,608-84.7% | $4,866-85.5% |
| Participant deferral / active EE | $9,429 | $6,423+46.8% | $6,026+56.5% | $5,352+76.2% |
| Admin fee / account holder | $2,411 | $9,516-74.7% | $8,175-70.5% | $9,540-74.7% |