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 | $192,048 | $167,484+14.7% | $151,611+26.7% | $134,475+42.8% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -18.32% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,020 | $6,829-85.1% | $6,166-83.5% | $4,740-78.5% |
| Participant deferral / active EE | $3,648 | $8,986-59.4% | $8,363-56.4% | $6,400-43.0% |
| Admin fee / account holder | $12,559 | $13,783-8.9% | $11,616+8.1% | $11,426+9.9% |