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 | $65,014 | $43,327+50.1% | $59,878+8.6% | $64,186+1.3% |
| Participation rate | 70.2% | 69.2%+1.0pp | 74.7%-4.5pp | 69.6%+0.6pp |
| Annual return | 9.28% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,327 | $2,546-8.6% | $3,402-31.6% | $3,470-32.9% |
| Admin fee / account holder | $3,386 | $3,005+12.7% | $3,590-5.7% | $4,888-30.7% |