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 | $11,891 | $43,327-72.6% | $59,878-80.1% | $64,186-81.5% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | 0.10% | -1.55%+1.6pp | 3.46%-3.4pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,164 | $2,546+102.8% | $3,402+51.8% | $3,470+48.8% |
| Admin fee / account holder | $7,231 | $3,005+140.6% | $3,590+101.4% | $4,888+47.9% |