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 | $34,456 | $56,484-39.0% | $169,463-79.7% | $64,186-46.3% |
| Participation rate | 76.5% | 64.5%+11.9pp | 77.8%-1.3pp | 69.6%+6.9pp |
| Annual return | -6.23% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $147 | $1,832-92.0% | $4,159-96.5% | $2,381-93.8% |
| Participant deferral / active EE | $2,598 | $3,448-24.7% | $5,277-50.8% | $3,470-25.1% |
| Admin fee / account holder | $418 | $4,174-90.0% | $9,109-95.4% | $4,888-91.5% |