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 | $147,017 | $110,094+33.5% | $151,611-3.0% | $68,494+114.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,339 | $4,471-70.1% | $6,166-78.3% | $2,596-48.4% |
| Participant deferral / active EE | $3,437 | $6,527-47.3% | $8,363-58.9% | $4,027-14.7% |
| Admin fee / account holder | $2,716 | $7,719-64.8% | $11,616-76.6% | $5,403-49.7% |