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 | $66,001 | $69,977-5.7% | $108,579-39.2% | $62,891+4.9% |
| Participation rate | 82.4% | 72.9%+9.5pp | 79.6%+2.8pp | 69.3%+13.0pp |
| Annual return | 7.90% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,198 | $3,165-30.5% | $4,311-49.0% | $3,203-31.4% |
| Admin fee / account holder | $3,404 | $5,076-33.0% | $7,645-55.5% | $4,296-20.8% |