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 | $74,933 | $73,867+1.4% | $143,757-47.9% | $68,494+9.4% |
| Participation rate | 70.5% | 66.7%+3.8pp | 80.3%-9.9pp | 67.9%+2.6pp |
| Annual return | -18.53% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $245 | $3,184-92.3% | $4,951-95.0% | $2,596-90.5% |
| Participant deferral / active EE | $2,983 | $3,384-11.9% | $5,637-47.1% | $4,027-25.9% |
| Admin fee / account holder | $1,354 | $5,755-76.5% | $14,673-90.8% | $5,403-74.9% |