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 | $196,082 | $167,484+17.1% | $151,611+29.3% | $134,475+45.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -14.15% | 7.80%-21.9pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,080 | $6,829-84.2% | $6,166-82.5% | $4,740-77.2% |
| Participant deferral / active EE | $6,579 | $8,986-26.8% | $8,363-21.3% | $6,400+2.8% |
| Admin fee / account holder | $312 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |