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 | $61,869 | $77,813-20.5% | $123,544-49.9% | $64,186-3.6% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.3%-7.9pp | 69.6%+4.9pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $365 | $3,014-87.9% | $4,628-92.1% | $2,381-84.7% |
| Participant deferral / active EE | $6,617 | $5,240+26.3% | $6,426+3.0% | $3,470+90.7% |
| Admin fee / account holder | $1,687 | $5,519-69.4% | $9,284-81.8% | $4,888-65.5% |