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 | $123,532 | $167,484-26.2% | $151,611-18.5% | $134,475-8.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.22% | 7.80%-22.0pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $697 | $6,829-89.8% | $6,166-88.7% | $4,740-85.3% |
| Participant deferral / active EE | $6,175 | $8,986-31.3% | $8,363-26.2% | $6,400-3.5% |
| Admin fee / account holder | $1,153 | $13,783-91.6% | $11,616-90.1% | $11,426-89.9% |