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 | $215,990 | $110,094+96.2% | $151,611+42.5% | $68,494+215.3% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -16.41% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,228 | $4,471-72.5% | $6,166-80.1% | $2,596-52.7% |
| Participant deferral / active EE | $19,747 | $6,527+202.5% | $8,363+136.1% | $4,027+390.3% |
| Admin fee / account holder | $3,695 | $7,719-52.1% | $11,616-68.2% | $5,403-31.6% |