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 | $235,417 | $72,404+225.1% | $110,238+113.6% | $64,186+266.8% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.1pp | 69.6%+14.3pp |
| Annual return | -4.54% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $470 | $2,282-79.4% | $3,826-87.7% | $2,381-80.3% |
| Participant deferral / active EE | $4,676 | $3,469+34.8% | $4,672+0.1% | $3,470+34.8% |
| Admin fee / account holder | $36,831 | $5,664+550.2% | $8,547+330.9% | $4,888+653.5% |