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 | $92,708 | $59,805+55.0% | $79,550+16.5% | $68,494+35.4% |
| Participation rate | 85.1% | 61.1%+24.0pp | 69.5%+15.6pp | 67.9%+17.2pp |
| Annual return | -13.73% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $250 | $1,505-83.4% | $2,413-89.6% | $2,596-90.4% |
| Participant deferral / active EE | $3,684 | $3,024+21.8% | $3,985-7.6% | $4,027-8.5% |
| Admin fee / account holder | $5,943 | $4,835+22.9% | $6,832-13.0% | $5,403+10.0% |