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 | $163,253 | $131,829+23.8% | $108,579+50.4% | $273,961-40.4% |
| Participation rate | 91.3% | 83.5%+7.9pp | 79.6%+11.7pp | 83.0%+8.3pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,144 | $5,127+58.8% | $4,311+88.9% | $5,287+54.0% |
| Admin fee / account holder | $2,634 | $10,252-74.3% | $7,645-65.5% | $10,132-74.0% |