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 | $26,905 | $62,586-57.0% | $76,768-65.0% | $64,186-58.1% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -1.77% | -1.95%+0.2pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $204 | $1,832-88.9% | $2,485-91.8% | $2,381-91.4% |
| Participant deferral / active EE | $1,593 | $3,145-49.3% | $3,852-58.6% | $3,470-54.1% |
| Admin fee / account holder | $2,464 | $4,667-47.2% | $6,675-63.1% | $4,888-49.6% |