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 | $82,259 | $81,900+0.4% | $119,609-31.2% | $68,494+20.1% |
| Participation rate | 85.1% | 71.9%+13.2pp | 79.3%+5.8pp | 67.9%+17.2pp |
| Annual return | 2.79% | -23.82%+26.6pp | -14.97%+17.8pp | -7.84%+10.6pp |
| Employer contribution / active EE | $286 | $2,693-89.4% | $4,232-93.2% | $2,596-89.0% |
| Participant deferral / active EE | $1,849 | $4,148-55.4% | $5,602-67.0% | $4,027-54.1% |
| Admin fee / account holder | $2,316 | $6,582-64.8% | $10,323-77.6% | $5,403-57.1% |