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 | $130,035 | $71,883+80.9% | $86,677+50.0% | $68,494+89.8% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -16.84% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $541 | $2,173-75.1% | $2,836-80.9% | $2,596-79.2% |
| Participant deferral / active EE | $4,651 | $3,779+23.1% | $4,656-0.1% | $4,027+15.5% |
| Admin fee / account holder | $3,682 | $6,112-39.8% | $7,493-50.9% | $5,403-31.8% |