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 | $142,368 | $167,484-15.0% | $151,611-6.1% | $134,475+5.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.19% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,797 | $8,986-46.6% | $8,363-42.6% | $6,400-25.0% |
| Admin fee / account holder | $14,036 | $13,783+1.8% | $11,616+20.8% | $11,426+22.8% |