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 | $147,356 | $167,307-11.9% | $143,757+2.5% | $134,475+9.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.93% | 0.46%-8.4pp | -0.04%-7.9pp | 417.96%-425.9pp |
| Employer contribution / active EE | $622 | $5,619-88.9% | $4,951-87.4% | $4,740-86.9% |
| Participant deferral / active EE | $9,200 | $6,446+42.7% | $5,637+63.2% | $6,400+43.8% |
| Admin fee / account holder | $1,594 | $18,088-91.2% | $14,673-89.1% | $11,426-86.1% |