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 | $87,263 | $61,660+41.5% | $80,019+9.1% | $64,186+36.0% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -5.60% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,275 | $2,968+44.1% | $3,686+16.0% | $3,470+23.2% |
| Admin fee / account holder | $2,119 | $5,417-60.9% | $6,521-67.5% | $4,888-56.6% |