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 | $112,366 | $93,346+20.4% | $71,796+56.5% | $273,961-59.0% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.1%+13.5pp | 83.0%-0.4pp |
| Annual return | 3.26% | 130.39%-127.1pp | 78.04%-74.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,767 | $3,475+37.2% | $2,794+70.6% | $5,287-9.8% |
| Admin fee / account holder | $34,183 | $6,571+420.2% | $4,815+609.9% | $10,132+237.4% |