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 | $95,096 | $61,660+54.2% | $80,019+18.8% | $64,186+48.2% |
| Participation rate | 73.7% | 71.7%+2.0pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | -5.01% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,143 | $2,968-27.8% | $3,686-41.8% | $3,470-38.2% |
| Admin fee / account holder | $2,446 | $5,417-54.8% | $6,521-62.5% | $4,888-50.0% |