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 | $142,190 | $62,586+127.2% | $76,768+85.2% | $64,186+121.5% |
| Participation rate | 80.6% | 72.8%+7.7pp | 77.0%+3.6pp | 69.6%+11.0pp |
| Annual return | -1.64% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $382 | $1,832-79.1% | $2,485-84.6% | $2,381-83.9% |
| Participant deferral / active EE | $4,020 | $3,145+27.8% | $3,852+4.4% | $3,470+15.9% |
| Admin fee / account holder | $779 | $4,667-83.3% | $6,675-88.3% | $4,888-84.1% |