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 | $152,993 | $72,177+112.0% | $115,037+33.0% | $59,632+156.6% |
| Participation rate | 86.9% | 72.6%+14.3pp | 81.4%+5.5pp | 68.7%+18.2pp |
| Annual return | 1.04% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,230 | $4,783+93.0% | $6,026+53.2% | $3,192+189.2% |
| Admin fee / account holder | $6,682 | $4,927+35.6% | $8,175-18.3% | $4,297+55.5% |