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 | $39,453 | $54,726-27.9% | $68,793-42.7% | $64,186-38.5% |
| Participation rate | 82.3% | 68.0%+14.2pp | 72.2%+10.0pp | 69.6%+12.7pp |
| Annual return | -6.13% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $240 | $1,846-87.0% | $2,625-90.9% | $2,381-89.9% |
| Participant deferral / active EE | $2,504 | $2,626-4.7% | $3,311-24.4% | $3,470-27.8% |
| Admin fee / account holder | $5,529 | $4,027+37.3% | $5,131+7.8% | $4,888+13.1% |