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 | $234,325 | $58,577+300.0% | $83,333+181.2% | $64,186+265.1% |
| Participation rate | 89.7% | 72.0%+17.6pp | 77.8%+11.9pp | 69.6%+20.1pp |
| Annual return | -4.69% | 9.65%-14.3pp | 10.63%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,837 | $4,654-39.0% | $5,565-49.0% | $3,470-18.2% |
| Admin fee / account holder | $75,853 | $9,275+717.8% | $7,510+910.0% | $4,888+1451.8% |