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 | $25,439 | $54,380-53.2% | $68,509-62.9% | $59,632-57.3% |
| Participation rate | 87.5% | 70.2%+17.3pp | 74.7%+12.8pp | 68.7%+18.8pp |
| Annual return | -1.76% | 2.83%-4.6pp | 8.27%-10.0pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $184 | $1,539-88.1% | $2,278-91.9% | $2,203-91.7% |
| Participant deferral / active EE | $2,167 | $2,643-18.0% | $3,382-35.9% | $3,192-32.1% |
| Admin fee / account holder | $1,036 | $3,885-73.3% | $5,275-80.4% | $4,297-75.9% |