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 | $140,997 | $77,813+81.2% | $123,544+14.1% | $64,186+119.7% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -4.85% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | -$11 | $3,014-100.4% | $4,628-100.2% | $2,381-100.5% |
| Participant deferral / active EE | $4,363 | $5,240-16.7% | $6,426-32.1% | $3,470+25.8% |
| Admin fee / account holder | $3,658 | $5,519-33.7% | $9,284-60.6% | $4,888-25.2% |