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 | $96,345 | $83,908+14.8% | $68,509+40.6% | $125,391-23.2% |
| Participation rate | 76.9% | 78.2%-1.2pp | 74.7%+2.2pp | 83.2%-6.3pp |
| Annual return | 0.28% | 14.48%-14.2pp | 8.27%-8.0pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,341 | $4,125-67.5% | $3,382-60.3% | $5,352-74.9% |
| Admin fee / account holder | $30,567 | $8,982+240.3% | $5,275+479.5% | $9,540+220.4% |