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 | $135,028 | $110,094+22.6% | $151,611-10.9% | $68,494+97.1% |
| Participation rate | 91.4% | 84.0%+7.5pp | 87.5%+3.9pp | 67.9%+23.5pp |
| Annual return | -15.43% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $969 | $4,471-78.3% | $6,166-84.3% | $2,596-62.7% |
| Participant deferral / active EE | $6,541 | $6,527+0.2% | $8,363-21.8% | $4,027+62.4% |
| Admin fee / account holder | $2,450 | $7,719-68.3% | $11,616-78.9% | $5,403-54.7% |