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 | $106,441 | $81,900+30.0% | $119,609-11.0% | $68,494+55.4% |
| Participation rate | 84.3% | 71.9%+12.4pp | 79.3%+5.1pp | 67.9%+16.4pp |
| Annual return | 7.01% | -23.82%+30.8pp | -14.97%+22.0pp | -7.84%+14.9pp |
| Employer contribution / active EE | $290 | $2,693-89.2% | $4,232-93.1% | $2,596-88.8% |
| Participant deferral / active EE | $3,931 | $4,148-5.2% | $5,602-29.8% | $4,027-2.4% |
| Admin fee / account holder | $40,682 | $6,582+518.1% | $10,323+294.1% | $5,403+653.0% |