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 | $208,339 | $167,484+24.4% | $151,611+37.4% | $134,475+54.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.55% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,350 | $6,829-80.2% | $6,166-78.1% | $4,740-71.5% |
| Participant deferral / active EE | $9,601 | $8,986+6.8% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $528 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |