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 | $57,784 | $71,883-19.6% | $86,677-33.3% | $68,494-15.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.66% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $552 | $2,173-74.6% | $2,836-80.5% | $2,596-78.7% |
| Participant deferral / active EE | $2,474 | $3,779-34.5% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $1,019 | $6,112-83.3% | $7,493-86.4% | $5,403-81.1% |