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 | $51,846 | $57,354-9.6% | $83,848-38.2% | $64,186-19.2% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.4pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $294 | $2,545-88.5% | $3,631-91.9% | $2,381-87.7% |
| Participant deferral / active EE | $5,467 | $2,993+82.7% | $4,082+33.9% | $3,470+57.6% |
| Admin fee / account holder | $1,350 | $4,046-66.6% | $5,478-75.3% | $4,888-72.4% |