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 | $73,085 | $71,883+1.7% | $86,677-15.7% | $68,494+6.7% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -15.82% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $491 | $2,173-77.4% | $2,836-82.7% | $2,596-81.1% |
| Participant deferral / active EE | $3,282 | $3,779-13.1% | $4,656-29.5% | $4,027-18.5% |
| Admin fee / account holder | $9,764 | $6,112+59.8% | $7,493+30.3% | $5,403+80.7% |