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 | $135,423 | $53,596+152.7% | $90,645+49.4% | $64,186+111.0% |
| Participation rate | 98.2% | 64.5%+33.7pp | 74.0%+24.2pp | 69.6%+28.6pp |
| Annual return | -3.60% | 4.41%-8.0pp | 1.88%-5.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,396 | $2,459+119.5% | $3,425+57.6% | $3,470+55.5% |
| Admin fee / account holder | $30,752 | $3,868+695.1% | $4,994+515.8% | $4,888+529.1% |