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 | $82,854 | $103,031-19.6% | $78,805+5.1% | $357,791-76.8% |
| Participation rate | 73.9% | 81.4%-7.5pp | 73.6%+0.3pp | 85.6%-11.7pp |
| Annual return | 7.44% | -11.97%+19.4pp | -2.71%+10.1pp | 396.79%-389.4pp |
| Employer contribution / active EE | $1,920 | $6,909-72.2% | $4,059-52.7% | $7,508-74.4% |
| Participant deferral / active EE | $5,984 | $5,060+18.3% | $3,584+66.9% | $5,521+8.4% |
| Admin fee / account holder | $10,023 | $5,883+70.4% | $5,677+76.6% | $28,387-64.7% |