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 9-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 | $79,797 | $82,664-3.5% | $125,339-36.3% | $68,494+16.5% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $672 | $3,381-80.1% | $4,814-86.0% | $2,596-74.1% |
| Participant deferral / active EE | $11,462 | $6,110+87.6% | $7,446+53.9% | $4,027+184.6% |
| Admin fee / account holder | $4,603 | $6,275-26.6% | $10,010-54.0% | $5,403-14.8% |