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 | $238,493 | $82,664+188.5% | $125,339+90.3% | $68,494+248.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.18% | -5.97%-5.2pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $376 | $3,381-88.9% | $4,814-92.2% | $2,596-85.5% |
| Participant deferral / active EE | $8,687 | $6,110+42.2% | $7,446+16.7% | $4,027+115.7% |
| Admin fee / account holder | $26,934 | $6,275+329.2% | $10,010+169.1% | $5,403+398.5% |