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 | $184,066 | $100,754+82.7% | $86,677+112.4% | $134,475+36.9% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -17.11% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $730 | $3,489-79.1% | $2,836-74.3% | $4,740-84.6% |
| Participant deferral / active EE | $5,207 | $5,338-2.4% | $4,656+11.8% | $6,400-18.6% |
| Admin fee / account holder | $18,090 | $10,926+65.6% | $7,493+141.4% | $11,426+58.3% |