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 | $138,606 | $81,900+69.2% | $119,609+15.9% | $68,494+102.4% |
| Participation rate | 80.3% | 71.9%+8.4pp | 79.3%+1.1pp | 67.9%+12.4pp |
| Annual return | -16.25% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $605 | $2,693-77.5% | $4,232-85.7% | $2,596-76.7% |
| Participant deferral / active EE | $6,173 | $4,148+48.8% | $5,602+10.2% | $4,027+53.3% |
| Admin fee / account holder | $8,825 | $6,582+34.1% | $10,323-14.5% | $5,403+63.3% |