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 | $154,007 | $133,958+15.0% | $112,228+37.2% | $134,475+14.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -15.04% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $743 | $4,038-81.6% | $3,635-79.6% | $4,740-84.3% |
| Participant deferral / active EE | $3,444 | $5,291-34.9% | $4,728-27.2% | $6,400-46.2% |
| Admin fee / account holder | $7,450 | $7,489-0.5% | $6,410+16.2% | $11,426-34.8% |