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 | $83,116 | $64,707+28.4% | $112,228-25.9% | $68,494+21.3% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -14.53% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $283 | $2,746-89.7% | $3,635-92.2% | $2,596-89.1% |
| Participant deferral / active EE | $4,079 | $3,565+14.4% | $4,728-13.7% | $4,027+1.3% |
| Admin fee / account holder | $4,473 | $5,232-14.5% | $6,410-30.2% | $5,403-17.2% |