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 | $165,001 | $140,588+17.4% | $123,104+34.0% | $125,391+31.6% |
| Participation rate | 86.4% | 88.2%-1.8pp | 86.8%-0.4pp | 83.2%+3.2pp |
| Annual return | -0.53% | 16.80%-17.3pp | 13.22%-13.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,134 | $6,980+73.8% | $6,230+94.8% | $5,352+126.7% |
| Admin fee / account holder | $35,541 | $11,198+217.4% | $9,015+294.3% | $9,540+272.5% |