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 | $64,364 | $62,586+2.8% | $76,768-16.2% | $64,186+0.3% |
| Participation rate | 81.0% | 72.8%+8.1pp | 77.0%+4.0pp | 69.6%+11.4pp |
| Annual return | -3.34% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,528 | $3,145+12.2% | $3,852-8.4% | $3,470+1.7% |
| Admin fee / account holder | $5,388 | $4,667+15.5% | $6,675-19.3% | $4,888+10.2% |