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 | $88,333 | $59,107+49.4% | $86,436+2.2% | $68,494+29.0% |
| Participation rate | 91.9% | 75.2%+16.6pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -17.53% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $29 | $2,519-98.9% | $3,769-99.2% | $2,596-98.9% |
| Participant deferral / active EE | $3,735 | $5,901-36.7% | $6,952-46.3% | $4,027-7.2% |
| Admin fee / account holder | $1,913 | $5,637-66.1% | $6,731-71.6% | $5,403-64.6% |