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 | $30,535 | $62,586-51.2% | $76,768-60.2% | $64,186-52.4% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $184 | $1,832-90.0% | $2,485-92.6% | $2,381-92.3% |
| Participant deferral / active EE | $2,530 | $3,145-19.5% | $3,852-34.3% | $3,470-27.1% |
| Admin fee / account holder | $3,545 | $4,667-24.0% | $6,675-46.9% | $4,888-27.5% |