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 | $50,981 | $64,707-21.2% | $112,228-54.6% | $68,494-25.6% |
| Participation rate | 80.5% | 67.2%+13.3pp | 75.1%+5.4pp | 67.9%+12.6pp |
| Annual return | 5.93% | -11.40%+17.3pp | 27.45%-21.5pp | -7.84%+13.8pp |
| Employer contribution / active EE | $678 | $2,746-75.3% | $3,635-81.4% | $2,596-73.9% |
| Participant deferral / active EE | $2,455 | $3,565-31.1% | $4,728-48.1% | $4,027-39.0% |
| Admin fee / account holder | $19,918 | $5,232+280.7% | $6,410+210.7% | $5,403+268.7% |