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 | $37,249 | $71,883-48.2% | $86,677-57.0% | $68,494-45.6% |
| Participation rate | 81.6% | 72.2%+9.3pp | 76.6%+5.0pp | 67.9%+13.7pp |
| Annual return | -16.63% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $464 | $2,173-78.7% | $2,836-83.7% | $2,596-82.1% |
| Participant deferral / active EE | $3,005 | $3,779-20.5% | $4,656-35.5% | $4,027-25.4% |
| Admin fee / account holder | $6,774 | $6,112+10.8% | $7,493-9.6% | $5,403+25.4% |