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 | $115,829 | $59,107+96.0% | $86,436+34.0% | $68,494+69.1% |
| Participation rate | 95.3% | 75.2%+20.1pp | 80.3%+15.0pp | 67.9%+27.5pp |
| Annual return | -18.02% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,048 | $5,901+87.2% | $6,952+58.9% | $4,027+174.3% |
| Admin fee / account holder | $9,061 | $5,637+60.8% | $6,731+34.6% | $5,403+67.7% |