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 | $28,361 | $77,813-63.6% | $123,544-77.0% | $64,186-55.8% |
| Participation rate | 71.9% | 74.7%-2.8pp | 82.3%-10.4pp | 69.6%+2.3pp |
| Annual return | -5.57% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $96 | $3,014-96.8% | $4,628-97.9% | $2,381-96.0% |
| Participant deferral / active EE | $7,050 | $5,240+34.6% | $6,426+9.7% | $3,470+103.2% |
| Admin fee / account holder | $4,166 | $5,519-24.5% | $9,284-55.1% | $4,888-14.8% |