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 | $54,962 | $54,726+0.4% | $68,793-20.1% | $64,186-14.4% |
| Participation rate | 84.4% | 68.0%+16.4pp | 72.2%+12.2pp | 69.6%+14.9pp |
| Annual return | -6.50% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,268 | $2,626+62.5% | $3,311+28.9% | $3,470+23.0% |
| Admin fee / account holder | $3,503 | $4,027-13.0% | $5,131-31.7% | $4,888-28.3% |