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 | $72,955 | $94,529-22.8% | $140,016-47.9% | $64,186+13.7% |
| Participation rate | 80.4% | 84.1%-3.7pp | 87.5%-7.1pp | 69.6%+10.9pp |
| Annual return | -1.65% | 7.77%-9.4pp | 651.12%-652.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $727 | $3,812-80.9% | $5,606-87.0% | $2,381-69.5% |
| Participant deferral / active EE | $5,124 | $5,250-2.4% | $6,927-26.0% | $3,470+47.7% |
| Admin fee / account holder | $8,946 | $6,741+32.7% | $10,705-16.4% | $4,888+83.0% |