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 | $67,795 | $110,094-38.4% | $151,611-55.3% | $68,494-1.0% |
| Participation rate | 76.4% | 84.0%-7.6pp | 87.5%-11.1pp | 67.9%+8.5pp |
| Annual return | -17.00% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $963 | $4,471-78.5% | $6,166-84.4% | $2,596-62.9% |
| Participant deferral / active EE | $4,340 | $6,527-33.5% | $8,363-48.1% | $4,027+7.8% |
| Admin fee / account holder | $2,137 | $7,719-72.3% | $11,616-81.6% | $5,403-60.4% |