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 | $38,456 | $64,707-40.6% | $112,228-65.7% | $68,494-43.9% |
| Participation rate | 78.5% | 67.2%+11.3pp | 75.1%+3.4pp | 67.9%+10.6pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $551 | $2,746-79.9% | $3,635-84.8% | $2,596-78.8% |
| Participant deferral / active EE | $2,987 | $3,565-16.2% | $4,728-36.8% | $4,027-25.8% |
| Admin fee / account holder | $848 | $5,232-83.8% | $6,410-86.8% | $5,403-84.3% |