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 | $115,489 | $73,867+56.3% | $143,757-19.7% | $68,494+68.6% |
| Participation rate | 94.2% | 66.7%+27.5pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $189 | $3,184-94.1% | $4,951-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $5,851 | $3,384+72.9% | $5,637+3.8% | $4,027+45.3% |
| Admin fee / account holder | $3,351 | $5,755-41.8% | $14,673-77.2% | $5,403-38.0% |