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 | $51,805 | $64,707-19.9% | $112,228-53.8% | $68,494-24.4% |
| Participation rate | 73.0% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | 0.99% | -11.40%+12.4pp | 27.45%-26.5pp | -7.84%+8.8pp |
| Employer contribution / active EE | $656 | $2,746-76.1% | $3,635-81.9% | $2,596-74.7% |
| Participant deferral / active EE | $2,080 | $3,565-41.6% | $4,728-56.0% | $4,027-48.3% |
| Admin fee / account holder | $11,066 | $5,232+111.5% | $6,410+72.6% | $5,403+104.8% |