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 | $208,241 | $94,529+120.3% | $140,016+48.7% | $64,186+224.4% |
| Participation rate | 84.1% | 84.1%0pp | 87.5%-3.4pp | 69.6%+14.5pp |
| Annual return | -5.63% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $16,411 | $5,250+212.6% | $6,927+136.9% | $3,470+373.0% |
| Admin fee / account holder | $10,275 | $6,741+52.4% | $10,705-4.0% | $4,888+110.2% |