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 | $76,080 | $43,327+75.6% | $59,878+27.1% | $64,186+18.5% |
| Participation rate | 73.1% | 69.2%+3.9pp | 74.7%-1.6pp | 69.6%+3.5pp |
| Annual return | -6.99% | -1.55%-5.4pp | 3.46%-10.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,309 | $2,546+30.0% | $3,402-2.7% | $3,470-4.6% |
| Admin fee / account holder | $1,345 | $3,005-55.2% | $3,590-62.5% | $4,888-72.5% |