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 | $150,863 | $167,484-9.9% | $151,611-0.5% | $134,475+12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.12% | 7.80%-20.9pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $734 | $6,829-89.3% | $6,166-88.1% | $4,740-84.5% |
| Participant deferral / active EE | $14,126 | $8,986+57.2% | $8,363+68.9% | $6,400+120.7% |
| Admin fee / account holder | $5,569 | $13,783-59.6% | $11,616-52.1% | $11,426-51.3% |