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 | $199,994 | $77,813+157.0% | $123,544+61.9% | $64,186+211.6% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.3%+8.8pp | 69.6%+21.5pp |
| Annual return | -4.02% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,349 | $5,240-17.0% | $6,426-32.3% | $3,470+25.4% |
| Admin fee / account holder | $8,369 | $5,519+51.6% | $9,284-9.9% | $4,888+71.2% |