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 | $141,628 | $106,115+33.5% | $85,969+64.7% | $125,391+12.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.01% | 13.93%-14.9pp | 9.32%-10.3pp | 282.22%-283.2pp |
| Employer contribution / active EE | $420 | $4,537-90.7% | $3,474-87.9% | $4,866-91.4% |
| Participant deferral / active EE | $10,183 | $4,859+109.5% | $3,829+165.9% | $5,352+90.3% |
| Admin fee / account holder | $2,999 | $8,144-63.2% | $6,053-50.4% | $9,540-68.6% |