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 | $83,522 | $72,404+15.4% | $110,238-24.2% | $64,186+30.1% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 11.31% | -6.29%+17.6pp | 314.74%-303.4pp | 7.63%+3.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,634 | $3,469-24.1% | $4,672-43.6% | $3,470-24.1% |
| Admin fee / account holder | $4,462 | $5,664-21.2% | $8,547-47.8% | $4,888-8.7% |