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 | $81,454 | $71,480+14.0% | $90,782-10.3% | $64,186+26.9% |
| Participation rate | 81.4% | 77.6%+3.8pp | 82.7%-1.3pp | 69.6%+11.8pp |
| Annual return | -6.39% | -4.25%-2.1pp | -3.42%-3.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,125 | $4,302-4.1% | $5,366-23.1% | $3,470+18.9% |
| Admin fee / account holder | $8,996 | $6,309+42.6% | $5,908+52.3% | $4,888+84.0% |