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 | $124,306 | $87,540+42.0% | $75,781+64.0% | $125,391-0.9% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -2.25% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,924 | $4,229+63.7% | $3,651+89.6% | $5,352+29.4% |
| Admin fee / account holder | $10,256 | $6,502+57.7% | $5,299+93.5% | $9,540+7.5% |