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 | $81,823 | $110,094-25.7% | $151,611-46.0% | $68,494+19.5% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -14.26% | -10.12%-4.1pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,690 | $6,527-12.8% | $8,363-32.0% | $4,027+41.3% |
| Admin fee / account holder | $6,709 | $7,719-13.1% | $11,616-42.2% | $5,403+24.2% |