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 | $218,426 | $50,958+328.6% | $74,550+193.0% | $64,186+240.3% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.1%+1.9pp | 69.6%+1.5pp |
| Annual return | 1.96% | -1.86%+3.8pp | 32.53%-30.6pp | 7.63%-5.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,218 | $2,301-3.6% | $3,108-28.7% | $3,470-36.1% |
| Admin fee / account holder | $2,402 | $4,223-43.1% | $5,060-52.5% | $4,888-50.9% |