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 | $116,848 | $58,577+99.5% | $83,333+40.2% | $64,186+82.0% |
| Participation rate | 71.4% | 72.0%-0.6pp | 77.8%-6.3pp | 69.6%+1.9pp |
| Annual return | -5.54% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,084 | $4,654-12.3% | $5,565-26.6% | $3,470+17.7% |
| Admin fee / account holder | $1,531 | $9,275-83.5% | $7,510-79.6% | $4,888-68.7% |