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 | $203,230 | $82,664+145.9% | $125,339+62.1% | $68,494+196.7% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $410 | $3,381-87.9% | $4,814-91.5% | $2,596-84.2% |
| Participant deferral / active EE | $11,629 | $6,110+90.3% | $7,446+56.2% | $4,027+188.8% |
| Admin fee / account holder | $17,113 | $6,275+172.7% | $10,010+71.0% | $5,403+216.8% |