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 | $194,639 | $133,958+45.3% | $112,228+73.4% | $134,475+44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.59% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $183 | $4,038-95.5% | $3,635-95.0% | $4,740-96.1% |
| Participant deferral / active EE | $9,273 | $5,291+75.3% | $4,728+96.1% | $6,400+44.9% |
| Admin fee / account holder | $3,130 | $7,489-58.2% | $6,410-51.2% | $11,426-72.6% |