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 | $235,621 | $157,256+49.8% | $141,162+66.9% | $152,861+54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.02% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $113 | $5,261-97.9% | $4,735-97.6% | $4,762-97.6% |
| Participant deferral / active EE | $6,167 | $7,109-13.3% | $6,709-8.1% | $5,850+5.4% |
| Admin fee / account holder | $75,139 | $12,120+520.0% | $10,261+632.3% | $11,596+547.9% |