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 | $84,552 | $50,958+65.9% | $74,550+13.4% | $64,186+31.7% |
| Participation rate | 73.1% | 61.1%+12.1pp | 69.1%+4.0pp | 69.6%+3.6pp |
| Annual return | 5.99% | -1.86%+7.8pp | 32.53%-26.5pp | 7.63%-1.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,996 | $2,301+30.2% | $3,108-3.6% | $3,470-13.6% |
| Admin fee / account holder | $2,161 | $4,223-48.8% | $5,060-57.3% | $4,888-55.8% |