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 | $115,295 | $83,337+38.3% | $67,834+70.0% | $273,961-57.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 5.39% | 259.45%-254.1pp | 138.47%-133.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,700 | $4,088+39.4% | $3,160+80.4% | $5,287+7.8% |
| Admin fee / account holder | $1,830 | $6,752-72.9% | $4,622-60.4% | $10,132-81.9% |