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 | $70,510 | $77,813-9.4% | $123,544-42.9% | $64,186+9.9% |
| Participation rate | 80.4% | 74.7%+5.6pp | 82.3%-1.9pp | 69.6%+10.8pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $420 | $3,014-86.1% | $4,628-90.9% | $2,381-82.4% |
| Participant deferral / active EE | $3,635 | $5,240-30.6% | $6,426-43.4% | $3,470+4.8% |
| Admin fee / account holder | $6,903 | $5,519+25.1% | $9,284-25.6% | $4,888+41.2% |