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 | $116,049 | $131,829-12.0% | $108,579+6.9% | $273,961-57.6% |
| Participation rate | 91.3% | 83.5%+7.9pp | 79.6%+11.7pp | 83.0%+8.3pp |
| Annual return | 6.36% | -91.57%+97.9pp | -51.70%+58.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,333 | $5,127+43.0% | $4,311+70.1% | $5,287+38.7% |
| Admin fee / account holder | $14,229 | $10,252+38.8% | $7,645+86.1% | $10,132+40.4% |