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 | $153,630 | $167,484-8.3% | $151,611+1.3% | $134,475+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.07% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $500 | $6,829-92.7% | $6,166-91.9% | $4,740-89.5% |
| Participant deferral / active EE | $6,349 | $8,986-29.3% | $8,363-24.1% | $6,400-0.8% |
| Admin fee / account holder | $586 | $13,783-95.7% | $11,616-95.0% | $11,426-94.9% |