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 | $161,551 | $76,000+112.6% | $154,107+4.8% | $64,186+151.7% |
| Participation rate | 93.6% | 70.4%+23.2pp | 83.0%+10.6pp | 69.6%+24.0pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,846 | $3,175+21.1% | $5,081-24.3% | $3,470+10.9% |
| Admin fee / account holder | $3,879 | $5,596-30.7% | $13,411-71.1% | $4,888-20.6% |