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 | $43,923 | $102,317-57.1% | $146,958-70.1% | $80,856-45.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 16.68% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | -$41 | $3,713-101.1% | $4,933-100.8% | $2,755-101.5% |
| Participant deferral / active EE | $10,502 | $6,644+58.1% | $8,070+30.1% | $4,296+144.5% |
| Admin fee / account holder | $6,406 | $7,941-19.3% | $12,998-50.7% | $6,918-7.4% |