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 | $70,510 | $57,354+22.9% | $83,848-15.9% | $64,186+9.9% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -4.59% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $173 | $2,545-93.2% | $3,631-95.2% | $2,381-92.7% |
| Participant deferral / active EE | $4,265 | $2,993+42.5% | $4,082+4.5% | $3,470+22.9% |
| Admin fee / account holder | $711 | $4,046-82.4% | $5,478-87.0% | $4,888-85.5% |