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 | $132,939 | $94,529+40.6% | $140,016-5.1% | $64,186+107.1% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -4.20% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $669 | $3,812-82.5% | $5,606-88.1% | $2,381-71.9% |
| Participant deferral / active EE | $4,458 | $5,250-15.1% | $6,927-35.7% | $3,470+28.5% |
| Admin fee / account holder | $3,283 | $6,741-51.3% | $10,705-69.3% | $4,888-32.8% |