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 | $25,899 | $61,660-58.0% | $80,019-67.6% | $64,186-59.6% |
| Participation rate | 72.5% | 71.7%+0.8pp | 75.8%-3.3pp | 69.6%+2.9pp |
| Annual return | -3.47% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $268 | $1,810-85.2% | $2,468-89.2% | $2,381-88.8% |
| Participant deferral / active EE | $2,430 | $2,968-18.1% | $3,686-34.1% | $3,470-30.0% |
| Admin fee / account holder | $11,391 | $5,417+110.3% | $6,521+74.7% | $4,888+133.0% |