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 | $215,556 | $69,518+210.1% | $59,878+260.0% | $135,375+59.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.7%-4.7pp | 82.6%-12.6pp |
| Annual return | -0.65% | 7.94%-8.6pp | 3.46%-4.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,909 | $4,206+64.3% | $3,402+103.1% | $5,609+23.2% |
| Admin fee / account holder | $10,542 | $5,734+83.8% | $3,590+193.6% | $10,827-2.6% |