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 | $143,800 | $81,900+75.6% | $119,609+20.2% | $68,494+109.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.23% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $406 | $2,693-84.9% | $4,232-90.4% | $2,596-84.4% |
| Participant deferral / active EE | $4,891 | $4,148+17.9% | $5,602-12.7% | $4,027+21.4% |
| Admin fee / account holder | $16,618 | $6,582+152.5% | $10,323+61.0% | $5,403+207.6% |