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 | $188,683 | $100,754+87.3% | $86,677+117.7% | $134,475+40.3% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -15.75% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,214 | $5,338-21.0% | $4,656-9.5% | $6,400-34.1% |
| Admin fee / account holder | $26,901 | $10,926+146.2% | $7,493+259.0% | $11,426+135.4% |