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 5-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 | $110,114 | $45,863+140.1% | $77,024+43.0% | $68,494+60.8% |
| Participation rate | 96.2% | 55.9%+40.2pp | 67.9%+28.2pp | 67.9%+28.3pp |
| Annual return | -15.91% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,273 | $2,962+10.5% | $4,426-26.1% | $4,027-18.7% |
| Admin fee / account holder | $7,554 | $3,041+148.4% | $5,425+39.2% | $5,403+39.8% |