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 | $85,495 | $73,004+17.1% | $90,749-5.8% | $68,494+24.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | 14.51% | -13.81%+28.3pp | -12.16%+26.7pp | -7.84%+22.3pp |
| Employer contribution / active EE | $386 | $2,193-82.4% | $2,921-86.8% | $2,596-85.1% |
| Participant deferral / active EE | $5,307 | $3,627+46.3% | $4,564+16.3% | $4,027+31.8% |
| Admin fee / account holder | $15,029 | $5,896+154.9% | $8,445+78.0% | $5,403+178.2% |