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 | $54,494 | $167,307-67.4% | $143,757-62.1% | $134,475-59.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.83% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $409 | $5,619-92.7% | $4,951-91.7% | $4,740-91.4% |
| Participant deferral / active EE | $3,114 | $6,446-51.7% | $5,637-44.8% | $6,400-51.3% |
| Admin fee / account holder | $40,584 | $18,088+124.4% | $14,673+176.6% | $11,426+255.2% |