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 | $139,463 | $92,703+50.4% | $82,719+68.6% | $134,475+3.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.99% | 944.92%-939.9pp | 701.18%-696.2pp | 417.96%-413.0pp |
| Employer contribution / active EE | -$2,610 | $3,274-179.7% | $3,009-186.7% | $4,740-155.1% |
| Participant deferral / active EE | $9,377 | $4,802+95.3% | $4,395+113.4% | $6,400+46.5% |
| Admin fee / account holder | $120,738 | $5,983+1918.2% | $5,329+2165.7% | $11,426+956.7% |