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 | $173,918 | $167,484+3.8% | $151,611+14.7% | $134,475+29.3% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -20.45% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,066 | $6,829-84.4% | $6,166-82.7% | $4,740-77.5% |
| Participant deferral / active EE | $9,200 | $8,986+2.4% | $8,363+10.0% | $6,400+43.8% |
| Admin fee / account holder | $2,596 | $13,783-81.2% | $11,616-77.7% | $11,426-77.3% |