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 | $56,951 | $54,380+4.7% | $68,509-16.9% | $59,632-4.5% |
| Participation rate | 73.3% | 70.2%+3.1pp | 74.7%-1.4pp | 68.7%+4.7pp |
| Annual return | -0.27% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,010 | $2,643-24.0% | $3,382-40.6% | $3,192-37.0% |
| Admin fee / account holder | $1,735 | $3,885-55.3% | $5,275-67.1% | $4,297-59.6% |