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 | $138,324 | $110,094+25.6% | $151,611-8.8% | $68,494+101.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 87.5%-5.1pp | 67.9%+14.5pp |
| Annual return | -13.62% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $445 | $4,471-90.0% | $6,166-92.8% | $2,596-82.8% |
| Participant deferral / active EE | $5,259 | $6,527-19.4% | $8,363-37.1% | $4,027+30.6% |
| Admin fee / account holder | $3,049 | $7,719-60.5% | $11,616-73.7% | $5,403-43.6% |