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 | $37,211 | $57,354-35.1% | $83,848-55.6% | $64,186-42.0% |
| Participation rate | 71.6% | 68.6%+3.0pp | 76.1%-4.5pp | 69.6%+2.0pp |
| Annual return | -2.62% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $398 | $2,545-84.4% | $3,631-89.0% | $2,381-83.3% |
| Participant deferral / active EE | $2,281 | $2,993-23.8% | $4,082-44.1% | $3,470-34.3% |
| Admin fee / account holder | $453 | $4,046-88.8% | $5,478-91.7% | $4,888-90.7% |