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 5-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 | $83,207 | $91,538-9.1% | $129,995-36.0% | $75,163+10.7% |
| Participation rate | 75.4% | 71.4%+4.0pp | 78.5%-3.1pp | 67.2%+8.2pp |
| Annual return | 23.06% | -631.11%+654.2pp | -137.18%+160.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $581 | $2,845-79.6% | $4,320-86.5% | $2,670-78.2% |
| Participant deferral / active EE | $3,548 | $4,341-18.3% | $5,820-39.0% | $4,125-14.0% |
| Admin fee / account holder | $454 | $6,790-93.3% | $10,614-95.7% | $5,651-92.0% |