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 | $45,931 | $73,004-37.1% | $90,749-49.4% | $68,494-32.9% |
| Participation rate | 82.1% | 70.8%+11.2pp | 75.7%+6.4pp | 67.9%+14.2pp |
| Annual return | -11.28% | -13.81%+2.5pp | -12.16%+0.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $158 | $2,193-92.8% | $2,921-94.6% | $2,596-93.9% |
| Participant deferral / active EE | $4,254 | $3,627+17.3% | $4,564-6.8% | $4,027+5.6% |
| Admin fee / account holder | $7,159 | $5,896+21.4% | $8,445-15.2% | $5,403+32.5% |