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 | $89,360 | $71,883+24.3% | $86,677+3.1% | $68,494+30.5% |
| Participation rate | 74.2% | 72.2%+2.0pp | 76.6%-2.4pp | 67.9%+6.3pp |
| Annual return | -18.70% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $557 | $2,173-74.4% | $2,836-80.4% | $2,596-78.6% |
| Participant deferral / active EE | $3,671 | $3,779-2.8% | $4,656-21.1% | $4,027-8.8% |
| Admin fee / account holder | $1,786 | $6,112-70.8% | $7,493-76.2% | $5,403-66.9% |