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 | $60,012 | $127,386-52.9% | $115,037-47.8% | $125,391-52.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.08% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $203 | $5,166-96.1% | $4,608-95.6% | $4,866-95.8% |
| Participant deferral / active EE | $6,273 | $6,423-2.3% | $6,026+4.1% | $5,352+17.2% |
| Admin fee / account holder | $769 | $9,516-91.9% | $8,175-90.6% | $9,540-91.9% |