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 7-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 | $209,502 | $167,484+25.1% | $151,611+38.2% | $134,475+55.8% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -15.61% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $720 | $6,829-89.5% | $6,166-88.3% | $4,740-84.8% |
| Participant deferral / active EE | $16,678 | $8,986+85.6% | $8,363+99.4% | $6,400+160.6% |
| Admin fee / account holder | $83,335 | $13,783+504.6% | $11,616+617.4% | $11,426+629.4% |