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 | $76,311 | $77,813-1.9% | $123,544-38.2% | $64,186+18.9% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -4.23% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $504 | $3,014-83.3% | $4,628-89.1% | $2,381-78.8% |
| Participant deferral / active EE | $5,043 | $5,240-3.8% | $6,426-21.5% | $3,470+45.3% |
| Admin fee / account holder | $16,544 | $5,519+199.8% | $9,284+78.2% | $4,888+238.5% |