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 3-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 | $157,885 | $64,307+145.5% | $57,343+175.3% | $125,391+25.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | -2.89% | 25.12%-28.0pp | 24.39%-27.3pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,804 | $3,848+76.8% | $3,162+115.1% | $5,352+27.1% |
| Admin fee / account holder | $4,989 | $5,242-4.8% | $3,356+48.7% | $9,540-47.7% |