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 | $104,670 | $72,177+45.0% | $115,037-9.0% | $59,632+75.5% |
| Participation rate | 72.1% | 72.6%-0.5pp | 81.4%-9.3pp | 68.7%+3.4pp |
| Annual return | -1.62% | 12.02%-13.6pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,124 | $4,783+28.0% | $6,026+1.6% | $3,192+91.9% |
| Admin fee / account holder | $1,133 | $4,927-77.0% | $8,175-86.1% | $4,297-73.6% |