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 | $110,608 | $71,883+53.9% | $86,677+27.6% | $68,494+61.5% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -13.26% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,472 | $3,779+44.8% | $4,656+17.5% | $4,027+35.9% |
| Admin fee / account holder | $29,912 | $6,112+389.4% | $7,493+299.2% | $5,403+453.6% |