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 | $110,254 | $105,181+4.8% | $159,436-30.8% | $85,850+28.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.95% | 45.07%-21.1pp | 263.57%-239.6pp | 318.53%-294.6pp |
| Employer contribution / active EE | $421 | $3,318-87.3% | $4,829-91.3% | $2,565-83.6% |
| Participant deferral / active EE | $5,391 | $5,945-9.3% | $7,352-26.7% | $3,952+36.4% |
| Admin fee / account holder | $38,174 | $6,933+450.6% | $10,799+253.5% | $6,260+509.8% |