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 | $144,787 | $94,529+53.2% | $140,016+3.4% | $64,186+125.6% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -3.60% | 7.77%-11.4pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,114 | $3,812-70.8% | $5,606-80.1% | $2,381-53.2% |
| Participant deferral / active EE | $4,847 | $5,250-7.7% | $6,927-30.0% | $3,470+39.7% |
| Admin fee / account holder | $1,325 | $6,741-80.3% | $10,705-87.6% | $4,888-72.9% |