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 5-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 | $179,642 | $131,829+36.3% | $108,579+65.4% | $273,961-34.4% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 89.43% | -91.57%+181.0pp | -51.70%+141.1pp | 41.45%+48.0pp |
| Employer contribution / active EE | $694 | $4,912-85.9% | $3,758-81.5% | $4,869-85.8% |
| Participant deferral / active EE | $2,939 | $5,127-42.7% | $4,311-31.8% | $5,287-44.4% |
| Admin fee / account holder | $7,550 | $10,252-26.4% | $7,645-1.2% | $10,132-25.5% |