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 | $107,627 | $62,586+72.0% | $76,768+40.2% | $64,186+67.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -3.69% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $213 | $1,832-88.3% | $2,485-91.4% | $2,381-91.0% |
| Participant deferral / active EE | $4,423 | $3,145+40.6% | $3,852+14.8% | $3,470+27.5% |
| Admin fee / account holder | $5,086 | $4,667+9.0% | $6,675-23.8% | $4,888+4.1% |