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 | $73,626 | $77,813-5.4% | $123,544-40.4% | $64,186+14.7% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -6.21% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $435 | $3,014-85.6% | $4,628-90.6% | $2,381-81.7% |
| Participant deferral / active EE | $3,586 | $5,240-31.6% | $6,426-44.2% | $3,470+3.3% |
| Admin fee / account holder | $631 | $5,519-88.6% | $9,284-93.2% | $4,888-87.1% |