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 | $134,125 | $56,484+137.5% | $169,463-20.9% | $64,186+109.0% |
| Participation rate | 98.2% | 64.5%+33.7pp | 77.8%+20.4pp | 69.6%+28.6pp |
| Annual return | -1.91% | -1.55%-0.4pp | 1.83%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,060 | $3,448+336.8% | $5,277+185.4% | $3,470+334.1% |
| Admin fee / account holder | $10,064 | $4,174+141.1% | $9,109+10.5% | $4,888+105.9% |