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 | $94,646 | $50,958+85.7% | $74,550+27.0% | $64,186+47.5% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.1%+8.2pp | 69.6%+7.8pp |
| Annual return | -5.85% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,695 | $2,301+60.5% | $3,108+18.9% | $3,470+6.5% |
| Admin fee / account holder | $21,360 | $4,223+405.8% | $5,060+322.2% | $4,888+337.0% |