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 | $101,252 | $94,529+7.1% | $140,016-27.7% | $64,186+57.7% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -7.03% | 7.77%-14.8pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $921 | $3,812-75.9% | $5,606-83.6% | $2,381-61.3% |
| Participant deferral / active EE | $3,803 | $5,250-27.6% | $6,927-45.1% | $3,470+9.6% |
| Admin fee / account holder | $19,214 | $6,741+185.0% | $10,705+79.5% | $4,888+293.1% |