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 | $84,749 | $127,386-33.5% | $115,037-26.3% | $125,391-32.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.25% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $812 | $5,166-84.3% | $4,608-82.4% | $4,866-83.3% |
| Participant deferral / active EE | $8,779 | $6,423+36.7% | $6,026+45.7% | $5,352+64.1% |
| Admin fee / account holder | $1,935 | $9,516-79.7% | $8,175-76.3% | $9,540-79.7% |