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 | $92,603 | $42,383+118.5% | $76,523+21.0% | $64,186+44.3% |
| Participation rate | 73.7% | 58.1%+15.5pp | 68.0%+5.7pp | 69.6%+4.1pp |
| Annual return | -3.35% | -16.54%+13.2pp | -0.27%-3.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $105 | $1,563-93.3% | $2,647-96.1% | $2,381-95.6% |
| Participant deferral / active EE | $3,362 | $2,566+31.0% | $3,835-12.3% | $3,470-3.1% |
| Admin fee / account holder | $2,223 | $3,198-30.5% | $4,848-54.1% | $4,888-54.5% |