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 | $78,908 | $71,883+9.8% | $86,677-9.0% | $68,494+15.2% |
| Participation rate | 80.5% | 72.2%+8.3pp | 76.6%+3.9pp | 67.9%+12.6pp |
| Annual return | -16.38% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $495 | $2,173-77.2% | $2,836-82.6% | $2,596-80.9% |
| Participant deferral / active EE | $6,402 | $3,779+69.4% | $4,656+37.5% | $4,027+59.0% |
| Admin fee / account holder | $26,372 | $6,112+331.5% | $7,493+251.9% | $5,403+388.1% |