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 | $36,985 | $57,354-35.5% | $83,848-55.9% | $64,186-42.4% |
| Participation rate | 72.5% | 68.6%+3.9pp | 76.1%-3.6pp | 69.6%+2.9pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $315 | $2,545-87.6% | $3,631-91.3% | $2,381-86.8% |
| Participant deferral / active EE | $2,097 | $2,993-29.9% | $4,082-48.6% | $3,470-39.6% |
| Admin fee / account holder | $6,490 | $4,046+60.4% | $5,478+18.5% | $4,888+32.8% |