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 | $117,778 | $90,503+30.1% | $78,689+49.7% | $273,961-57.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 2.34% | 75.60%-73.3pp | 62.18%-59.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,242 | $3,901-42.5% | $3,517-36.3% | $5,287-57.6% |
| Admin fee / account holder | $42,998 | $5,263+717.0% | $4,510+853.3% | $10,132+324.4% |