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 | $108,215 | $61,660+75.5% | $80,019+35.2% | $64,186+68.6% |
| Participation rate | 95.7% | 71.7%+24.1pp | 75.8%+19.9pp | 69.6%+26.2pp |
| Annual return | -5.74% | -0.33%-5.4pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,146 | $2,968+73.4% | $3,686+39.6% | $3,470+48.3% |
| Admin fee / account holder | $24,411 | $5,417+350.6% | $6,521+274.4% | $4,888+399.4% |