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 | $121,572 | $62,586+94.2% | $76,768+58.4% | $64,186+89.4% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $370 | $1,832-79.8% | $2,485-85.1% | $2,381-84.5% |
| Participant deferral / active EE | $3,235 | $3,145+2.9% | $3,852-16.0% | $3,470-6.8% |
| Admin fee / account holder | $2,999 | $4,667-35.7% | $6,675-55.1% | $4,888-38.6% |