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 | $145,733 | $167,307-12.9% | $143,757+1.4% | $134,475+8.4% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -16.30% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,025 | $5,619-81.8% | $4,951-79.3% | $4,740-78.4% |
| Participant deferral / active EE | $5,279 | $6,446-18.1% | $5,637-6.3% | $6,400-17.5% |
| Admin fee / account holder | $6,609 | $18,088-63.5% | $14,673-55.0% | $11,426-42.2% |