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 | $53,889 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -11.85% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $483 | $4,038-88.0% | $3,635-86.7% | $4,740-89.8% |
| Participant deferral / active EE | $2,403 | $5,291-54.6% | $4,728-49.2% | $6,400-62.4% |
| Admin fee / account holder | $607 | $7,489-91.9% | $6,410-90.5% | $11,426-94.7% |