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 | $214,299 | $131,829+62.6% | $108,579+97.4% | $273,961-21.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 5.39% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $202 | $4,912-95.9% | $3,758-94.6% | $4,869-95.8% |
| Participant deferral / active EE | $4,288 | $5,127-16.4% | $4,311-0.5% | $5,287-18.9% |
| Admin fee / account holder | $9,127 | $10,252-11.0% | $7,645+19.4% | $10,132-9.9% |