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 | $144,034 | $49,280+192.3% | $67,313+114.0% | $64,186+124.4% |
| Participation rate | 83.7% | 60.8%+22.9pp | 69.1%+14.6pp | 69.6%+14.1pp |
| Annual return | -4.33% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,555 | $2,484+204.1% | $3,568+111.7% | $3,470+117.8% |
| Admin fee / account holder | $3,016 | $3,863-21.9% | $4,507-33.1% | $4,888-38.3% |