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 | $181,841 | $138,065+31.7% | $123,544+47.2% | $135,375+34.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -5.55% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $767 | $5,151-85.1% | $4,628-83.4% | $4,779-84.0% |
| Participant deferral / active EE | $4,831 | $6,799-28.9% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $5,695 | $10,916-47.8% | $9,284-38.7% | $10,827-47.4% |