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 | $117,321 | $91,538+28.2% | $129,995-9.7% | $75,163+56.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.15% | -631.11%+646.3pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $636 | $2,845-77.6% | $4,320-85.3% | $2,670-76.2% |
| Participant deferral / active EE | $3,596 | $4,341-17.2% | $5,820-38.2% | $4,125-12.8% |
| Admin fee / account holder | $18,387 | $6,790+170.8% | $10,614+73.2% | $5,651+225.4% |