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 | $184,982 | $76,401+142.1% | $106,387+73.9% | $64,186+188.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -4.31% | -2.19%-2.1pp | 0.25%-4.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,215 | $4,274+209.2% | $5,421+143.8% | $3,470+280.9% |
| Admin fee / account holder | $2,991 | $4,610-35.1% | $7,510-60.2% | $4,888-38.8% |