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 | $166,379 | $67,331+147.1% | $60,874+173.3% | $134,475+23.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.83% | 49.93%-68.8pp | 16.90%-35.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $180 | $3,096-94.2% | $2,701-93.3% | $4,740-96.2% |
| Participant deferral / active EE | $5,539 | $4,538+22.0% | $3,817+45.1% | $6,400-13.4% |
| Admin fee / account holder | $4,622 | $4,582+0.9% | $3,224+43.4% | $11,426-59.5% |