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 | $70,881 | $62,586+13.3% | $76,768-7.7% | $64,186+10.4% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $313 | $1,832-82.9% | $2,485-87.4% | $2,381-86.8% |
| Participant deferral / active EE | $3,135 | $3,145-0.3% | $3,852-18.6% | $3,470-9.6% |
| Admin fee / account holder | $41,314 | $4,667+785.2% | $6,675+518.9% | $4,888+745.2% |