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 | $72,970 | $71,883+1.5% | $86,677-15.8% | $68,494+6.5% |
| Participation rate | 82.3% | 72.2%+10.0pp | 76.6%+5.7pp | 67.9%+14.4pp |
| Annual return | -14.98% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $578 | $2,173-73.4% | $2,836-79.6% | $2,596-77.7% |
| Participant deferral / active EE | $4,155 | $3,779+10.0% | $4,656-10.8% | $4,027+3.2% |
| Admin fee / account holder | $23,722 | $6,112+288.1% | $7,493+216.6% | $5,403+339.1% |