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 | $69,754 | $62,586+11.5% | $76,768-9.1% | $64,186+8.7% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | 9.36% | -1.95%+11.3pp | 2.43%+6.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $346 | $1,832-81.1% | $2,485-86.1% | $2,381-85.5% |
| Participant deferral / active EE | $2,337 | $3,145-25.7% | $3,852-39.3% | $3,470-32.7% |
| Admin fee / account holder | $15,060 | $4,667+222.7% | $6,675+125.6% | $4,888+208.1% |