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 | $66,537 | $61,660+7.9% | $80,019-16.8% | $64,186+3.7% |
| Participation rate | 83.1% | 71.7%+11.4pp | 75.8%+7.2pp | 69.6%+13.5pp |
| Annual return | -4.62% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,466 | $2,968-16.9% | $3,686-33.1% | $3,470-28.9% |
| Admin fee / account holder | $13,306 | $5,417+145.6% | $6,521+104.1% | $4,888+172.2% |