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 | $68,348 | $62,586+9.2% | $76,768-11.0% | $64,186+6.5% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.0pp | 69.6%+8.4pp |
| Annual return | -3.95% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $361 | $1,832-80.3% | $2,485-85.5% | $2,381-84.8% |
| Participant deferral / active EE | $2,003 | $3,145-36.3% | $3,852-48.0% | $3,470-42.3% |
| Admin fee / account holder | $814 | $4,667-82.5% | $6,675-87.8% | $4,888-83.3% |