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 | $135,088 | $82,286+64.2% | $68,791+96.4% | $134,475+0.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.36% | -2.19%-5.2pp | -6.38%-1.0pp | 417.96%-425.3pp |
| Employer contribution / active EE | $427 | $3,301-87.1% | $2,655-83.9% | $4,740-91.0% |
| Participant deferral / active EE | $7,292 | $4,739+53.9% | $3,941+85.0% | $6,400+13.9% |
| Admin fee / account holder | $1,991 | $6,481-69.3% | $4,932-59.6% | $11,426-82.6% |