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 | $100,330 | $167,484-40.1% | $151,611-33.8% | $134,475-25.4% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -12.25% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,474 | $6,829-78.4% | $6,166-76.1% | $4,740-68.9% |
| Participant deferral / active EE | $4,050 | $8,986-54.9% | $8,363-51.6% | $6,400-36.7% |
| Admin fee / account holder | $37,148 | $13,783+169.5% | $11,616+219.8% | $11,426+225.1% |