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 | $159,243 | $77,813+104.6% | $123,544+28.9% | $64,186+148.1% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | -3.31% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,971 | $5,240+33.0% | $6,426+8.5% | $3,470+100.9% |
| Admin fee / account holder | $1,034 | $5,519-81.3% | $9,284-88.9% | $4,888-78.8% |