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 | $147,493 | $71,883+105.2% | $86,677+70.2% | $68,494+115.3% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -12.01% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $74 | $2,173-96.6% | $2,836-97.4% | $2,596-97.2% |
| Participant deferral / active EE | $3,685 | $3,779-2.5% | $4,656-20.9% | $4,027-8.5% |
| Admin fee / account holder | $2,867 | $6,112-53.1% | $7,493-61.7% | $5,403-46.9% |