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 | $62,495 | $71,883-13.1% | $86,677-27.9% | $68,494-8.8% |
| Participation rate | 85.5% | 72.2%+13.2pp | 76.6%+8.9pp | 67.9%+17.6pp |
| Annual return | -16.54% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $550 | $2,173-74.7% | $2,836-80.6% | $2,596-78.8% |
| Participant deferral / active EE | $5,246 | $3,779+38.8% | $4,656+12.7% | $4,027+30.3% |
| Admin fee / account holder | $7,099 | $6,112+16.1% | $7,493-5.3% | $5,403+31.4% |