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 | $34,789 | $100,754-65.5% | $86,677-59.9% | $134,475-74.1% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -11.50% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $532 | $3,489-84.7% | $2,836-81.2% | $4,740-88.8% |
| Participant deferral / active EE | $2,421 | $5,338-54.6% | $4,656-48.0% | $6,400-62.2% |
| Admin fee / account holder | $5,136 | $10,926-53.0% | $7,493-31.5% | $11,426-55.0% |