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 | $106,994 | $72,404+47.8% | $110,238-2.9% | $64,186+66.7% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -4.89% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,296 | $3,469+168.0% | $4,672+99.0% | $3,470+167.9% |
| Admin fee / account holder | $390 | $5,664-93.1% | $8,547-95.4% | $4,888-92.0% |