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 | $137,386 | $73,867+86.0% | $143,757-4.4% | $68,494+100.6% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,322 | $3,384+57.2% | $5,637-5.6% | $4,027+32.1% |
| Admin fee / account holder | $7,640 | $5,755+32.8% | $14,673-47.9% | $5,403+41.4% |