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 | $39,959 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.00% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $219 | $5,619-96.1% | $4,951-95.6% | $4,740-95.4% |
| Participant deferral / active EE | $8,313 | $6,446+29.0% | $5,637+47.5% | $6,400+29.9% |
| Admin fee / account holder | $25,987 | $18,088+43.7% | $14,673+77.1% | $11,426+127.4% |