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 | $31,925 | $57,354-44.3% | $83,848-61.9% | $64,186-50.3% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $476 | $2,545-81.3% | $3,631-86.9% | $2,381-80.0% |
| Participant deferral / active EE | $2,408 | $2,993-19.5% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $4,427 | $4,046+9.4% | $5,478-19.2% | $4,888-9.4% |