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 | $118,961 | $53,162+123.8% | $91,220+30.4% | $68,494+73.7% |
| Participation rate | 76.5% | 63.2%+13.3pp | 73.2%+3.3pp | 67.9%+8.6pp |
| Annual return | -15.40% | -3.14%-12.3pp | 114.01%-129.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,803 | $2,974+27.9% | $4,234-10.2% | $4,027-5.6% |
| Admin fee / account holder | $1,047 | $4,493-76.7% | $5,420-80.7% | $5,403-80.6% |