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 | $158,920 | $77,813+104.2% | $123,544+28.6% | $64,186+147.6% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -5.34% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $379 | $3,014-87.4% | $4,628-91.8% | $2,381-84.1% |
| Participant deferral / active EE | $9,112 | $5,240+73.9% | $6,426+41.8% | $3,470+162.6% |
| Admin fee / account holder | $14,742 | $5,519+167.1% | $9,284+58.8% | $4,888+201.6% |