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 | $73,935 | $72,404+2.1% | $110,238-32.9% | $64,186+15.2% |
| Participation rate | 71.2% | 73.3%-2.2pp | 79.8%-8.7pp | 69.6%+1.6pp |
| Annual return | -5.92% | -6.29%+0.4pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $245 | $2,282-89.3% | $3,826-93.6% | $2,381-89.7% |
| Participant deferral / active EE | $4,108 | $3,469+18.4% | $4,672-12.1% | $3,470+18.4% |
| Admin fee / account holder | $5,857 | $5,664+3.4% | $8,547-31.5% | $4,888+19.8% |