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 | $104,112 | $131,829-21.0% | $108,579-4.1% | $273,961-62.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.99% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $132 | $4,912-97.3% | $3,758-96.5% | $4,869-97.3% |
| Participant deferral / active EE | $3,527 | $5,127-31.2% | $4,311-18.2% | $5,287-33.3% |
| Admin fee / account holder | $7,746 | $10,252-24.4% | $7,645+1.3% | $10,132-23.5% |