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 | $147,464 | $168,632-12.6% | $147,614-0.1% | $125,391+17.6% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,007 | $6,252-83.9% | $5,564-81.9% | $4,866-79.3% |
| Participant deferral / active EE | $1,979 | $5,507-64.1% | $4,895-59.6% | $5,352-63.0% |
| Admin fee / account holder | $745 | $13,580-94.5% | $11,611-93.6% | $9,540-92.2% |