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 | $143,852 | $57,354+150.8% | $83,848+71.6% | $64,186+124.1% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $455 | $2,545-82.1% | $3,631-87.5% | $2,381-80.9% |
| Participant deferral / active EE | $2,408 | $2,993-19.6% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $1,759 | $4,046-56.5% | $5,478-67.9% | $4,888-64.0% |