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 | $41,149 | $57,354-28.3% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 79.2% | 68.6%+10.6pp | 76.1%+3.0pp | 69.6%+9.6pp |
| Annual return | -4.16% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $514 | $2,545-79.8% | $3,631-85.8% | $2,381-78.4% |
| Participant deferral / active EE | $2,623 | $2,993-12.4% | $4,082-35.7% | $3,470-24.4% |
| Admin fee / account holder | $17,336 | $4,046+328.5% | $5,478+216.5% | $4,888+254.7% |