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 | $238,434 | $100,754+136.6% | $86,677+175.1% | $134,475+77.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.21% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $641 | $3,489-81.6% | $2,836-77.4% | $4,740-86.5% |
| Participant deferral / active EE | $6,405 | $5,338+20.0% | $4,656+37.6% | $6,400+0.1% |
| Admin fee / account holder | $2,357 | $10,926-78.4% | $7,493-68.5% | $11,426-79.4% |