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 | $62,049 | $61,660+0.6% | $80,019-22.5% | $64,186-3.3% |
| Participation rate | 92.5% | 71.7%+20.8pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | -7.40% | -0.33%-7.1pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $188 | $1,810-89.6% | $2,468-92.4% | $2,381-92.1% |
| Participant deferral / active EE | $3,267 | $2,968+10.1% | $3,686-11.4% | $3,470-5.8% |
| Admin fee / account holder | $13,249 | $5,417+144.6% | $6,521+103.2% | $4,888+171.1% |