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 | $111,980 | $94,529+18.5% | $140,016-20.0% | $64,186+74.5% |
| Participation rate | 73.1% | 84.1%-11.0pp | 87.5%-14.4pp | 69.6%+3.5pp |
| Annual return | -5.85% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $624 | $3,812-83.6% | $5,606-88.9% | $2,381-73.8% |
| Participant deferral / active EE | $6,244 | $5,250+18.9% | $6,927-9.9% | $3,470+80.0% |
| Admin fee / account holder | $5,835 | $6,741-13.4% | $10,705-45.5% | $4,888+19.4% |