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 | $57,153 | $62,586-8.7% | $76,768-25.6% | $64,186-11.0% |
| Participation rate | 90.4% | 72.8%+17.6pp | 77.0%+13.4pp | 69.6%+20.8pp |
| Annual return | 0.45% | -1.95%+2.4pp | 2.43%-2.0pp | 7.63%-7.2pp |
| Employer contribution / active EE | $400 | $1,832-78.2% | $2,485-83.9% | $2,381-83.2% |
| Participant deferral / active EE | $2,547 | $3,145-19.0% | $3,852-33.9% | $3,470-26.6% |
| Admin fee / account holder | $2,757 | $4,667-40.9% | $6,675-58.7% | $4,888-43.6% |