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 | $87,814 | $71,883+22.2% | $86,677+1.3% | $68,494+28.2% |
| Participation rate | 75.6% | 72.2%+3.4pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -16.37% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $458 | $2,173-78.9% | $2,836-83.9% | $2,596-82.4% |
| Participant deferral / active EE | $3,075 | $3,779-18.6% | $4,656-33.9% | $4,027-23.6% |
| Admin fee / account holder | $4,901 | $6,112-19.8% | $7,493-34.6% | $5,403-9.3% |