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 | $40,457 | $110,094-63.3% | $151,611-73.3% | $68,494-40.9% |
| Participation rate | 78.0% | 84.0%-6.0pp | 87.5%-9.5pp | 67.9%+10.1pp |
| Annual return | -11.62% | -10.12%-1.5pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,170 | $4,471-73.8% | $6,166-81.0% | $2,596-54.9% |
| Participant deferral / active EE | $4,001 | $6,527-38.7% | $8,363-52.2% | $4,027-0.6% |
| Admin fee / account holder | $4,626 | $7,719-40.1% | $11,616-60.2% | $5,403-14.4% |