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 | $87,447 | $62,586+39.7% | $76,768+13.9% | $64,186+36.2% |
| Participation rate | 94.3% | 72.8%+21.5pp | 77.0%+17.4pp | 69.6%+24.8pp |
| Annual return | -3.65% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $164 | $1,832-91.0% | $2,485-93.4% | $2,381-93.1% |
| Participant deferral / active EE | $2,915 | $3,145-7.3% | $3,852-24.3% | $3,470-16.0% |
| Admin fee / account holder | $9,993 | $4,667+114.1% | $6,675+49.7% | $4,888+104.4% |