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 | $63,383 | $71,883-11.8% | $86,677-26.9% | $68,494-7.5% |
| Participation rate | 79.5% | 72.2%+7.2pp | 76.6%+2.9pp | 67.9%+11.6pp |
| Annual return | -17.67% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $498 | $2,173-77.1% | $2,836-82.4% | $2,596-80.8% |
| Participant deferral / active EE | $5,466 | $3,779+44.7% | $4,656+17.4% | $4,027+35.7% |
| Admin fee / account holder | $34,893 | $6,112+470.9% | $7,493+365.7% | $5,403+545.8% |