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 | $64,759 | $95,862-32.4% | $79,550-18.6% | $134,475-51.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | 4.46% | -2.69%+7.1pp | 0.16%+4.3pp | 417.96%-413.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,149 | $4,693-32.9% | $3,985-21.0% | $6,400-50.8% |
| Admin fee / account holder | $11,788 | $9,126+29.2% | $6,832+72.5% | $11,426+3.2% |