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 | $31,804 | $61,660-48.4% | $80,019-60.3% | $64,186-50.4% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -4.35% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $160 | $1,810-91.2% | $2,468-93.5% | $2,381-93.3% |
| Participant deferral / active EE | $2,201 | $2,968-25.8% | $3,686-40.3% | $3,470-36.6% |
| Admin fee / account holder | $2,818 | $5,417-48.0% | $6,521-56.8% | $4,888-42.4% |