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 | $47,661 | $62,586-23.8% | $76,768-37.9% | $64,186-25.7% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.5pp | 69.6%+10.8pp |
| Annual return | -4.78% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $153 | $1,832-91.6% | $2,485-93.8% | $2,381-93.6% |
| Participant deferral / active EE | $3,412 | $3,145+8.5% | $3,852-11.4% | $3,470-1.6% |
| Admin fee / account holder | $3,169 | $4,667-32.1% | $6,675-52.5% | $4,888-35.2% |