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 | $83,178 | $52,681+57.9% | $75,781+9.8% | $59,632+39.5% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | -2.28% | 2.95%-5.2pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,004 | $2,591+93.1% | $3,651+37.0% | $3,192+56.8% |
| Admin fee / account holder | $5,478 | $3,610+51.8% | $5,299+3.4% | $4,297+27.5% |