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 | $75,719 | $92,222-17.9% | $76,768-1.4% | $135,375-44.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -4.33% | 5.46%-9.8pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $564 | $3,216-82.5% | $2,485-77.3% | $4,779-88.2% |
| Participant deferral / active EE | $3,665 | $4,509-18.7% | $3,852-4.9% | $5,609-34.7% |
| Admin fee / account holder | $12,383 | $10,748+15.2% | $6,675+85.5% | $10,827+14.4% |