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 | $75,232 | $87,540-14.1% | $75,781-0.7% | $125,391-40.0% |
| Participation rate | 76.9% | 80.2%-3.2pp | 75.8%+1.1pp | 83.2%-6.3pp |
| Annual return | -3.50% | 13.48%-17.0pp | 9.68%-13.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $36 | $3,930-99.1% | $3,323-98.9% | $4,866-99.3% |
| Participant deferral / active EE | $1,160 | $4,229-72.6% | $3,651-68.2% | $5,352-78.3% |
| Admin fee / account holder | $4,688 | $6,502-27.9% | $5,299-11.5% | $9,540-50.9% |