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 | $93,665 | $69,977+33.9% | $108,579-13.7% | $62,891+48.9% |
| Participation rate | 70.6% | 72.9%-2.3pp | 79.6%-9.0pp | 69.3%+1.3pp |
| Annual return | 16.74% | 10.73%+6.0pp | -51.70%+68.4pp | 20.14%-3.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,271 | $3,165-28.2% | $4,311-47.3% | $3,203-29.1% |
| Admin fee / account holder | $30,077 | $5,076+492.5% | $7,645+293.4% | $4,296+600.2% |