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 | $85,006 | $76,401+11.3% | $106,387-20.1% | $64,186+32.4% |
| Participation rate | 97.8% | 73.5%+24.2pp | 77.5%+20.3pp | 69.6%+28.2pp |
| Annual return | -6.62% | -2.19%-4.4pp | 0.25%-6.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,325 | $4,274+71.4% | $5,421+35.1% | $3,470+111.1% |
| Admin fee / account holder | $13,411 | $4,610+190.9% | $7,510+78.6% | $4,888+174.4% |