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 | $78,700 | $64,707+21.6% | $112,228-29.9% | $68,494+14.9% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,901 | $3,565-18.6% | $4,728-38.6% | $4,027-28.0% |
| Admin fee / account holder | $711 | $5,232-86.4% | $6,410-88.9% | $5,403-86.8% |