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 | $35,301 | $62,586-43.6% | $76,768-54.0% | $64,186-45.0% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.8pp | 69.6%+15.2pp |
| Annual return | -6.09% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $301 | $1,832-83.5% | $2,485-87.9% | $2,381-87.3% |
| Participant deferral / active EE | $3,218 | $3,145+2.3% | $3,852-16.5% | $3,470-7.3% |
| Admin fee / account holder | $4,500 | $4,667-3.6% | $6,675-32.6% | $4,888-7.9% |