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 | $81,840 | $71,883+13.9% | $86,677-5.6% | $68,494+19.5% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -7.69% | 3.52%-11.2pp | 35.91%-43.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $516 | $2,173-76.3% | $2,836-81.8% | $2,596-80.1% |
| Participant deferral / active EE | $4,171 | $3,779+10.4% | $4,656-10.4% | $4,027+3.6% |
| Admin fee / account holder | $19,408 | $6,112+217.5% | $7,493+159.0% | $5,403+259.2% |