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 | $98,179 | $100,754-2.6% | $86,677+13.3% | $134,475-27.0% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -16.47% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $400 | $3,489-88.5% | $2,836-85.9% | $4,740-91.6% |
| Participant deferral / active EE | $2,304 | $5,338-56.8% | $4,656-50.5% | $6,400-64.0% |
| Admin fee / account holder | $5,090 | $10,926-53.4% | $7,493-32.1% | $11,426-55.5% |