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 | $43,783 | $57,354-23.7% | $83,848-47.8% | $64,186-31.8% |
| Participation rate | 87.2% | 68.6%+18.6pp | 76.1%+11.1pp | 69.6%+17.7pp |
| Annual return | -6.56% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $503 | $2,545-80.2% | $3,631-86.2% | $2,381-78.9% |
| Participant deferral / active EE | $2,933 | $2,993-2.0% | $4,082-28.2% | $3,470-15.5% |
| Admin fee / account holder | $1,192 | $4,046-70.5% | $5,478-78.3% | $4,888-75.6% |