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 | $60,344 | $56,484+6.8% | $169,463-64.4% | $64,186-6.0% |
| Participation rate | 73.6% | 64.5%+9.0pp | 77.8%-4.2pp | 69.6%+4.0pp |
| Annual return | -5.46% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,240 | $3,448-35.0% | $5,277-57.5% | $3,470-35.4% |
| Admin fee / account holder | $2,524 | $4,174-39.5% | $9,109-72.3% | $4,888-48.4% |