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 | $193,655 | $110,094+75.9% | $151,611+27.7% | $68,494+182.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -16.73% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,170 | $4,471-73.8% | $6,166-81.0% | $2,596-54.9% |
| Participant deferral / active EE | $6,240 | $6,527-4.4% | $8,363-25.4% | $4,027+55.0% |
| Admin fee / account holder | $5,045 | $7,719-34.6% | $11,616-56.6% | $5,403-6.6% |