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 | $97,544 | $50,958+91.4% | $74,550+30.8% | $64,186+52.0% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.1%+1.8pp | 69.6%+1.4pp |
| Annual return | -3.14% | -1.86%-1.3pp | 32.53%-35.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,957 | $2,301+28.5% | $3,108-4.9% | $3,470-14.8% |
| Admin fee / account holder | $13,642 | $4,223+223.0% | $5,060+169.6% | $4,888+179.1% |