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 | $68,016 | $59,186+14.9% | $76,768-11.4% | $56,287+20.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.87% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $477 | $1,759-72.9% | $2,485-80.8% | $2,111-77.4% |
| Participant deferral / active EE | $5,046 | $3,255+55.0% | $3,852+31.0% | $3,350+50.6% |
| Admin fee / account holder | $8,230 | $489+1582.6% | $6,675+23.3% | $521+1479.8% |