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 | $59,363 | $49,280+20.5% | $67,313-11.8% | $64,186-7.5% |
| Participation rate | 79.1% | 60.8%+18.3pp | 69.1%+10.0pp | 69.6%+9.5pp |
| Annual return | 0.19% | -1.39%+1.6pp | -4.08%+4.3pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,380 | $2,484-44.4% | $3,568-61.3% | $3,470-60.2% |
| Admin fee / account holder | $38,281 | $3,863+891.1% | $4,507+749.4% | $4,888+683.2% |