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 | $48,855 | $110,094-55.6% | $151,611-67.8% | $68,494-28.7% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $675 | $4,471-84.9% | $6,166-89.0% | $2,596-74.0% |
| Participant deferral / active EE | $3,922 | $6,527-39.9% | $8,363-53.1% | $4,027-2.6% |
| Admin fee / account holder | $1,493 | $7,719-80.7% | $11,616-87.1% | $5,403-72.4% |