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 | $32,790 | $62,586-47.6% | $76,768-57.3% | $64,186-48.9% |
| Participation rate | 73.8% | 72.8%+1.0pp | 77.0%-3.2pp | 69.6%+4.2pp |
| Annual return | -4.48% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $173 | $1,832-90.6% | $2,485-93.1% | $2,381-92.8% |
| Participant deferral / active EE | $2,727 | $3,145-13.3% | $3,852-29.2% | $3,470-21.4% |
| Admin fee / account holder | $1,615 | $4,667-65.4% | $6,675-75.8% | $4,888-67.0% |