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 | $132,509 | $57,354+131.0% | $83,848+58.0% | $64,186+106.4% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -5.74% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $422 | $2,545-83.4% | $3,631-88.4% | $2,381-82.3% |
| Participant deferral / active EE | $4,446 | $2,993+48.6% | $4,082+8.9% | $3,470+28.2% |
| Admin fee / account holder | $12,228 | $4,046+202.3% | $5,478+123.2% | $4,888+150.2% |