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 | $57,561 | $53,596+7.4% | $90,645-36.5% | $64,186-10.3% |
| Participation rate | 88.9% | 64.5%+24.4pp | 74.0%+14.9pp | 69.6%+19.3pp |
| Annual return | -4.46% | 4.41%-8.9pp | 1.88%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,133 | $2,459+68.1% | $3,425+20.7% | $3,470+19.1% |
| Admin fee / account holder | $2,559 | $3,868-33.8% | $4,994-48.8% | $4,888-47.6% |