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 | $153,466 | $112,300+36.7% | $90,223+70.1% | $125,391+22.4% |
| Participation rate | 78.6% | 82.9%-4.3pp | 79.0%-0.5pp | 83.2%-4.6pp |
| Annual return | -1.60% | -0.57%-1.0pp | 1.31%-2.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $629 | $5,181-87.9% | $4,378-85.6% | $4,866-87.1% |
| Participant deferral / active EE | $4,923 | $6,733-26.9% | $5,792-15.0% | $5,352-8.0% |
| Admin fee / account holder | $32,449 | $10,990+195.3% | $7,406+338.2% | $9,540+240.1% |