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 | $101,716 | $62,586+62.5% | $76,768+32.5% | $64,186+58.5% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.2pp | 69.6%+11.6pp |
| Annual return | -1.50% | -1.95%+0.4pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,496 | $3,145+43.0% | $3,852+16.7% | $3,470+29.6% |
| Admin fee / account holder | $22,610 | $4,667+384.5% | $6,675+238.7% | $4,888+362.5% |