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 | $58,834 | $62,586-6.0% | $76,768-23.4% | $64,186-8.3% |
| Participation rate | 75.8% | 72.8%+2.9pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | -2.68% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $398 | $1,832-78.3% | $2,485-84.0% | $2,381-83.3% |
| Participant deferral / active EE | $5,493 | $3,145+74.7% | $3,852+42.6% | $3,470+58.3% |
| Admin fee / account holder | $4,229 | $4,667-9.4% | $6,675-36.6% | $4,888-13.5% |