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 | $42,066 | $57,354-26.7% | $83,848-49.8% | $64,186-34.5% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $401 | $2,545-84.3% | $3,631-89.0% | $2,381-83.2% |
| Participant deferral / active EE | $3,873 | $2,993+29.4% | $4,082-5.1% | $3,470+11.6% |
| Admin fee / account holder | $1,702 | $4,046-57.9% | $5,478-68.9% | $4,888-65.2% |