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 | $75,468 | $91,538-17.6% | $129,995-41.9% | $75,163+0.4% |
| Participation rate | 79.7% | 71.4%+8.3pp | 78.5%+1.2pp | 67.2%+12.5pp |
| Annual return | 14.43% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $569 | $2,845-80.0% | $4,320-86.8% | $2,670-78.7% |
| Participant deferral / active EE | $5,907 | $4,341+36.1% | $5,820+1.5% | $4,125+43.2% |
| Admin fee / account holder | $11,706 | $6,790+72.4% | $10,614+10.3% | $5,651+107.2% |