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 | $105,429 | $77,813+35.5% | $123,544-14.7% | $64,186+64.3% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -4.49% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $547 | $3,014-81.9% | $4,628-88.2% | $2,381-77.0% |
| Participant deferral / active EE | $5,609 | $5,240+7.0% | $6,426-12.7% | $3,470+61.7% |
| Admin fee / account holder | $25,835 | $5,519+368.1% | $9,284+178.3% | $4,888+428.5% |