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 | $60,348 | $77,813-22.4% | $123,544-51.2% | $64,186-6.0% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -4.12% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $257 | $3,014-91.5% | $4,628-94.5% | $2,381-89.2% |
| Participant deferral / active EE | $4,259 | $5,240-18.7% | $6,426-33.7% | $3,470+22.7% |
| Admin fee / account holder | $2,201 | $5,519-60.1% | $9,284-76.3% | $4,888-55.0% |