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 | $240,861 | $180,449+33.5% | $154,107+56.3% | $135,375+77.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.34% | 888.09%-889.4pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,003 | $6,035-83.4% | $5,298-81.1% | $4,779-79.0% |
| Participant deferral / active EE | $9,000 | $5,806+55.0% | $5,081+77.1% | $5,609+60.5% |
| Admin fee / account holder | $7,010 | $16,143-56.6% | $13,411-47.7% | $10,827-35.3% |