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 | $98,473 | $81,900+20.2% | $119,609-17.7% | $68,494+43.8% |
| Participation rate | 87.2% | 71.9%+15.3pp | 79.3%+7.9pp | 67.9%+19.3pp |
| Annual return | 4.25% | -23.82%+28.1pp | -14.97%+19.2pp | -7.84%+12.1pp |
| Employer contribution / active EE | $313 | $2,693-88.4% | $4,232-92.6% | $2,596-87.9% |
| Participant deferral / active EE | $3,631 | $4,148-12.5% | $5,602-35.2% | $4,027-9.8% |
| Admin fee / account holder | $4,168 | $6,582-36.7% | $10,323-59.6% | $5,403-22.9% |