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 | $157,213 | $81,900+92.0% | $119,609+31.4% | $68,494+129.5% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -18.48% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $364 | $2,693-86.5% | $4,232-91.4% | $2,596-86.0% |
| Participant deferral / active EE | $3,164 | $4,148-23.7% | $5,602-43.5% | $4,027-21.4% |
| Admin fee / account holder | $715 | $6,582-89.1% | $10,323-93.1% | $5,403-86.8% |