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 | $165,280 | $59,186+179.3% | $76,768+115.3% | $56,287+193.6% |
| Participation rate | 86.2% | 75.2%+11.0pp | 77.0%+9.2pp | 69.9%+16.4pp |
| Annual return | -4.93% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,098 | $3,255+87.4% | $3,852+58.3% | $3,350+82.1% |
| Admin fee / account holder | $11,271 | $489+2204.3% | $6,675+68.8% | $521+2063.5% |