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 | $67,505 | $69,977-3.5% | $108,579-37.8% | $62,891+7.3% |
| Participation rate | 74.1% | 72.9%+1.2pp | 79.6%-5.5pp | 69.3%+4.8pp |
| Annual return | 6.59% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $364 | $2,135-82.9% | $3,758-90.3% | $2,281-84.0% |
| Participant deferral / active EE | $2,201 | $3,165-30.5% | $4,311-48.9% | $3,203-31.3% |
| Admin fee / account holder | $10,977 | $5,076+116.2% | $7,645+43.6% | $4,296+155.5% |