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 | $39,734 | $52,681-24.6% | $75,781-47.6% | $59,632-33.4% |
| Participation rate | 93.7% | 67.2%+26.4pp | 75.8%+17.8pp | 68.7%+25.0pp |
| Annual return | -0.65% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,557 | $2,591+37.3% | $3,651-2.6% | $3,192+11.5% |
| Admin fee / account holder | $1,346 | $3,610-62.7% | $5,299-74.6% | $4,297-68.7% |