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 | $81,072 | $56,199+44.3% | $67,652+19.8% | $59,632+36.0% |
| Participation rate | 94.9% | 71.5%+23.4pp | 75.7%+19.2pp | 68.7%+26.2pp |
| Annual return | -1.42% | 18505.31%-18506.7pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $91 | $1,614-94.4% | $2,266-96.0% | $2,203-95.9% |
| Participant deferral / active EE | $5,283 | $2,844+85.8% | $3,560+48.4% | $3,192+65.5% |
| Admin fee / account holder | $15,799 | $3,958+299.1% | $4,821+227.7% | $4,297+267.7% |