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 | $48,974 | $56,484-13.3% | $169,463-71.1% | $64,186-23.7% |
| Participation rate | 71.1% | 64.5%+6.5pp | 77.8%-6.7pp | 69.6%+1.5pp |
| Annual return | -4.65% | -1.55%-3.1pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $297 | $1,832-83.8% | $4,159-92.9% | $2,381-87.5% |
| Participant deferral / active EE | $2,061 | $3,448-40.2% | $5,277-60.9% | $3,470-40.6% |
| Admin fee / account holder | $2,947 | $4,174-29.4% | $9,109-67.6% | $4,888-39.7% |