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 | $194,435 | $77,813+149.9% | $123,544+57.4% | $64,186+202.9% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.3pp | 69.6%+8.4pp |
| Annual return | -7.21% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,318 | $5,240+116.0% | $6,426+76.1% | $3,470+226.2% |
| Admin fee / account holder | $358 | $5,519-93.5% | $9,284-96.1% | $4,888-92.7% |