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 | $51,182 | $43,327+18.1% | $59,878-14.5% | $64,186-20.3% |
| Participation rate | 78.1% | 69.2%+9.0pp | 74.7%+3.4pp | 69.6%+8.6pp |
| Annual return | -0.44% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,785 | $2,546+87.9% | $3,402+40.7% | $3,470+37.9% |
| Admin fee / account holder | $17,235 | $3,005+473.5% | $3,590+380.1% | $4,888+252.6% |