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 | $50,503 | $62,586-19.3% | $76,768-34.2% | $64,186-21.3% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -4.70% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,016 | $3,145-4.1% | $3,852-21.7% | $3,470-13.1% |
| Admin fee / account holder | $5,980 | $4,667+28.1% | $6,675-10.4% | $4,888+22.3% |