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 | $60,878 | $94,529-35.6% | $140,016-56.5% | $64,186-5.2% |
| Participation rate | 76.5% | 84.1%-7.6pp | 87.5%-11.0pp | 69.6%+6.9pp |
| Annual return | -5.30% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,102 | $3,812-71.1% | $5,606-80.3% | $2,381-53.7% |
| Participant deferral / active EE | $3,264 | $5,250-37.8% | $6,927-52.9% | $3,470-5.9% |
| Admin fee / account holder | $3,062 | $6,741-54.6% | $10,705-71.4% | $4,888-37.4% |