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 | $94,341 | $87,540+7.8% | $75,781+24.5% | $125,391-24.8% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.8%+10.8pp | 83.2%+3.5pp |
| Annual return | -1.99% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,844 | $4,229-32.8% | $3,651-22.1% | $5,352-46.9% |
| Admin fee / account holder | $2,159 | $6,502-66.8% | $5,299-59.3% | $9,540-77.4% |