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 | $77,556 | $54,726+41.7% | $68,793+12.7% | $64,186+20.8% |
| Participation rate | 92.7% | 68.0%+24.7pp | 72.2%+20.5pp | 69.6%+23.2pp |
| Annual return | -2.07% | -1.62%-0.5pp | -4.63%+2.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $304 | $1,846-83.5% | $2,625-88.4% | $2,381-87.2% |
| Participant deferral / active EE | $7,579 | $2,626+188.6% | $3,311+128.9% | $3,470+118.4% |
| Admin fee / account holder | $9,159 | $4,027+127.4% | $5,131+78.5% | $4,888+87.4% |