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 | $122,632 | $64,707+89.5% | $112,228+9.3% | $68,494+79.0% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -15.42% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $505 | $2,746-81.6% | $3,635-86.1% | $2,596-80.6% |
| Participant deferral / active EE | $6,015 | $3,565+68.7% | $4,728+27.2% | $4,027+49.4% |
| Admin fee / account holder | $8,056 | $5,232+54.0% | $6,410+25.7% | $5,403+49.1% |