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 | $112,233 | $84,527+32.8% | $67,711+65.8% | $125,391-10.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -0.70% | 2.57%-3.3pp | 25.41%-26.1pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,345 | $4,429+65.8% | $3,585+104.9% | $5,352+37.2% |
| Admin fee / account holder | $44,599 | $5,340+735.2% | $4,255+948.2% | $9,540+367.5% |