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 | $75,014 | $72,388+3.6% | $111,392-32.7% | $64,186+16.9% |
| Participation rate | 87.8% | 70.5%+17.3pp | 78.9%+8.9pp | 69.6%+18.2pp |
| Annual return | -6.30% | -1.50%-4.8pp | -2.06%-4.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,746 | $4,241-11.7% | $5,567-32.7% | $3,470+8.0% |
| Admin fee / account holder | $7,646 | $5,719+33.7% | $12,266-37.7% | $4,888+56.4% |