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 | $143,840 | $72,388+98.7% | $111,392+29.1% | $64,186+124.1% |
| Participation rate | 86.7% | 70.5%+16.2pp | 78.9%+7.8pp | 69.6%+17.1pp |
| Annual return | -4.51% | -1.50%-3.0pp | -2.06%-2.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,875 | $4,241+109.3% | $5,567+59.4% | $3,470+155.8% |
| Admin fee / account holder | $22,909 | $5,719+300.6% | $12,266+86.8% | $4,888+368.7% |