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 | $35,023 | $50,958-31.3% | $74,550-53.0% | $64,186-45.4% |
| Participation rate | 90.2% | 61.1%+29.2pp | 69.1%+21.1pp | 69.6%+20.7pp |
| Annual return | -4.13% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $174 | $1,115-84.4% | $1,961-91.1% | $2,381-92.7% |
| Participant deferral / active EE | $1,887 | $2,301-18.0% | $3,108-39.3% | $3,470-45.6% |
| Admin fee / account holder | $344 | $4,223-91.8% | $5,060-93.2% | $4,888-93.0% |