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 | $72,960 | $72,404+0.8% | $110,238-33.8% | $64,186+13.7% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.1pp |
| Annual return | -5.56% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $274 | $2,282-88.0% | $3,826-92.8% | $2,381-88.5% |
| Participant deferral / active EE | $2,086 | $3,469-39.9% | $4,672-55.4% | $3,470-39.9% |
| Admin fee / account holder | $6,694 | $5,664+18.2% | $8,547-21.7% | $4,888+36.9% |