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 5-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 | $123,715 | $167,484-26.1% | $151,611-18.4% | $134,475-8.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -10.44% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,401 | $6,829-79.5% | $6,166-77.3% | $4,740-70.4% |
| Participant deferral / active EE | $7,005 | $8,986-22.0% | $8,363-16.2% | $6,400+9.5% |
| Admin fee / account holder | $23,091 | $13,783+67.5% | $11,616+98.8% | $11,426+102.1% |