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 | $28,679 | $73,004-60.7% | $90,749-68.4% | $68,494-58.1% |
| Participation rate | 87.9% | 70.8%+17.0pp | 75.7%+12.2pp | 67.9%+20.0pp |
| Annual return | 1.16% | -13.81%+15.0pp | -12.16%+13.3pp | -7.84%+9.0pp |
| Employer contribution / active EE | $364 | $2,193-83.4% | $2,921-87.6% | $2,596-86.0% |
| Participant deferral / active EE | $2,721 | $3,627-25.0% | $4,564-40.4% | $4,027-32.4% |
| Admin fee / account holder | $4,842 | $5,896-17.9% | $8,445-42.7% | $5,403-10.4% |