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 | $174,728 | $180,449-3.2% | $154,107+13.4% | $135,375+29.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -2.99% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,068 | $6,035-82.3% | $5,298-79.8% | $4,779-77.7% |
| Participant deferral / active EE | $4,273 | $5,806-26.4% | $5,081-15.9% | $5,609-23.8% |
| Admin fee / account holder | $147,765 | $16,143+815.4% | $13,411+1001.8% | $10,827+1264.8% |