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 | $201,290 | $73,867+172.5% | $143,757+40.0% | $68,494+193.9% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -15.67% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,781 | $3,384+70.8% | $5,637+2.6% | $4,027+43.5% |
| Admin fee / account holder | $11,085 | $5,755+92.6% | $14,673-24.4% | $5,403+105.2% |