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 | $103,379 | $57,354+80.2% | $83,848+23.3% | $64,186+61.1% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -2.78% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $515 | $2,545-79.8% | $3,631-85.8% | $2,381-78.4% |
| Participant deferral / active EE | $3,850 | $2,993+28.6% | $4,082-5.7% | $3,470+11.0% |
| Admin fee / account holder | $1,701 | $4,046-58.0% | $5,478-69.0% | $4,888-65.2% |