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 | $109,873 | $56,199+95.5% | $67,652+62.4% | $59,632+84.3% |
| Participation rate | 95.2% | 71.5%+23.7pp | 75.7%+19.5pp | 68.7%+26.5pp |
| Annual return | -1.73% | 18505.31%-18507.0pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,432 | $2,844-14.5% | $3,560-31.7% | $3,192-23.8% |
| Admin fee / account holder | $1,762 | $3,958-55.5% | $4,821-63.4% | $4,297-59.0% |