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 | $49,379 | $71,883-31.3% | $86,677-43.0% | $68,494-27.9% |
| Participation rate | 70.9% | 72.2%-1.3pp | 76.6%-5.7pp | 67.9%+3.0pp |
| Annual return | -9.52% | 3.52%-13.0pp | 35.91%-45.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $309 | $2,173-85.8% | $2,836-89.1% | $2,596-88.1% |
| Participant deferral / active EE | $2,858 | $3,779-24.4% | $4,656-38.6% | $4,027-29.0% |
| Admin fee / account holder | $7,794 | $6,112+27.5% | $7,493+4.0% | $5,403+44.3% |