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 | $115,019 | $71,883+60.0% | $86,677+32.7% | $68,494+67.9% |
| Participation rate | 92.4% | 72.2%+20.2pp | 76.6%+15.8pp | 67.9%+24.5pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $570 | $2,173-73.8% | $2,836-79.9% | $2,596-78.0% |
| Participant deferral / active EE | $6,115 | $3,779+61.8% | $4,656+31.3% | $4,027+51.8% |
| Admin fee / account holder | $9,312 | $6,112+52.4% | $7,493+24.3% | $5,403+72.4% |