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 | $87,059 | $73,004+19.3% | $90,749-4.1% | $68,494+27.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.11% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $261 | $2,193-88.1% | $2,921-91.1% | $2,596-90.0% |
| Participant deferral / active EE | $4,223 | $3,627+16.4% | $4,564-7.5% | $4,027+4.9% |
| Admin fee / account holder | $1,180 | $5,896-80.0% | $8,445-86.0% | $5,403-78.2% |