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 | $74,668 | $57,354+30.2% | $83,848-10.9% | $64,186+16.3% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -3.90% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,782 | $2,993-7.1% | $4,082-31.8% | $3,470-19.8% |
| Admin fee / account holder | $307 | $4,046-92.4% | $5,478-94.4% | $4,888-93.7% |