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 | $175,978 | $110,094+59.8% | $151,611+16.1% | $68,494+156.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $887 | $4,471-80.2% | $6,166-85.6% | $2,596-65.9% |
| Participant deferral / active EE | $5,910 | $6,527-9.5% | $8,363-29.3% | $4,027+46.8% |
| Admin fee / account holder | $5,700 | $7,719-26.2% | $11,616-50.9% | $5,403+5.5% |