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 | $46,993 | $54,672-14.0% | $80,019-41.3% | - |
| Participation rate | 85.9% | 65.0%+20.8pp | 75.8%+10.0pp | - |
| Annual return | -4.07% | -8.02%+3.9pp | 11.22%-15.3pp | - |
| Employer contribution / active EE | $42 | $1,529-97.3% | $2,468-98.3% | - |
| Participant deferral / active EE | $4,187 | $2,794+49.8% | $3,686+13.6% | - |
| Admin fee / account holder | $9,560 | $4,207+127.3% | $6,521+46.6% | - |