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 | $120,514 | $71,883+67.7% | $86,677+39.0% | $68,494+75.9% |
| Participation rate | 95.1% | 72.2%+22.8pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -18.10% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $289 | $2,173-86.7% | $2,836-89.8% | $2,596-88.9% |
| Participant deferral / active EE | $3,014 | $3,779-20.2% | $4,656-35.3% | $4,027-25.2% |
| Admin fee / account holder | $10,220 | $6,112+67.2% | $7,493+36.4% | $5,403+89.2% |