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 | $112,772 | $73,004+54.5% | $90,749+24.3% | $68,494+64.6% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -17.37% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $468 | $2,193-78.7% | $2,921-84.0% | $2,596-82.0% |
| Participant deferral / active EE | $4,165 | $3,627+14.9% | $4,564-8.7% | $4,027+3.4% |
| Admin fee / account holder | $2,040 | $5,896-65.4% | $8,445-75.8% | $5,403-62.2% |