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 | $50,963 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 73.9% | 72.2%+1.7pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | -15.81% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $550 | $2,173-74.7% | $2,836-80.6% | $2,596-78.8% |
| Participant deferral / active EE | $5,496 | $3,779+45.4% | $4,656+18.0% | $4,027+36.5% |
| Admin fee / account holder | $13,362 | $6,112+118.6% | $7,493+78.3% | $5,403+147.3% |