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 | $77,985 | $43,327+80.0% | $59,878+30.2% | $64,186+21.5% |
| Participation rate | 90.2% | 69.2%+21.1pp | 74.7%+15.5pp | 69.6%+20.7pp |
| Annual return | -2.21% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,166 | $2,546+142.2% | $3,402+81.2% | $3,470+77.7% |
| Admin fee / account holder | $2,911 | $3,005-3.1% | $3,590-18.9% | $4,888-40.5% |