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 | $119,190 | $92,222+29.2% | $76,768+55.3% | $135,375-12.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -6.20% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,717 | $4,509+4.6% | $3,852+22.5% | $5,609-15.9% |
| Admin fee / account holder | $5,553 | $10,748-48.3% | $6,675-16.8% | $10,827-48.7% |