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 | $65,315 | $94,529-30.9% | $140,016-53.4% | $64,186+1.8% |
| Participation rate | 71.2% | 84.1%-12.9pp | 87.5%-16.3pp | 69.6%+1.6pp |
| Annual return | -1.26% | 7.77%-9.0pp | 651.12%-652.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $825 | $3,812-78.4% | $5,606-85.3% | $2,381-65.4% |
| Participant deferral / active EE | $3,489 | $5,250-33.5% | $6,927-49.6% | $3,470+0.6% |
| Admin fee / account holder | $10,564 | $6,741+56.7% | $10,705-1.3% | $4,888+116.1% |