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 | $186,253 | $167,307+11.3% | $143,757+29.6% | $134,475+38.5% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -14.44% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $50 | $5,619-99.1% | $4,951-99.0% | $4,740-99.0% |
| Participant deferral / active EE | $6,030 | $6,446-6.4% | $5,637+7.0% | $6,400-5.8% |
| Admin fee / account holder | $13,959 | $18,088-22.8% | $14,673-4.9% | $11,426+22.2% |