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 | $52,779 | $72,404-27.1% | $110,238-52.1% | $64,186-17.8% |
| Participation rate | 95.2% | 73.3%+21.8pp | 79.8%+15.3pp | 69.6%+25.6pp |
| Annual return | -5.34% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $375 | $2,282-83.6% | $3,826-90.2% | $2,381-84.3% |
| Participant deferral / active EE | $3,645 | $3,469+5.1% | $4,672-22.0% | $3,470+5.1% |
| Admin fee / account holder | $15,844 | $5,664+179.7% | $8,547+85.4% | $4,888+224.1% |