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 | $129,335 | $73,004+77.2% | $90,749+42.5% | $68,494+88.8% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -16.92% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,686 | $3,627+84.4% | $4,564+46.5% | $4,027+66.0% |
| Admin fee / account holder | $5,194 | $5,896-11.9% | $8,445-38.5% | $5,403-3.9% |