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 | $83,093 | $72,404+14.8% | $110,238-24.6% | $64,186+29.5% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $513 | $2,282-77.5% | $3,826-86.6% | $2,381-78.5% |
| Participant deferral / active EE | $3,806 | $3,469+9.7% | $4,672-18.5% | $3,470+9.7% |
| Admin fee / account holder | $4,675 | $5,664-17.5% | $8,547-45.3% | $4,888-4.4% |