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 | $97,041 | $61,660+57.4% | $80,019+21.3% | $64,186+51.2% |
| Participation rate | 84.8% | 71.7%+13.1pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,960 | $2,968-34.0% | $3,686-46.8% | $3,470-43.5% |
| Admin fee / account holder | $17,684 | $5,417+226.4% | $6,521+171.2% | $4,888+261.8% |