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 6-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 | $154,275 | $79,633+93.7% | $93,789+64.5% | $68,494+125.2% |
| Participation rate | 95.7% | 75.4%+20.4pp | 81.0%+14.8pp | 67.9%+27.9pp |
| Annual return | -16.32% | -0.10%-16.2pp | -11.33%-5.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $695 | $3,665-81.0% | $4,323-83.9% | $2,596-73.2% |
| Participant deferral / active EE | $15,813 | $5,158+206.6% | $6,094+159.5% | $4,027+292.7% |
| Admin fee / account holder | $4,160 | $6,871-39.5% | $7,195-42.2% | $5,403-23.0% |