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 5-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 | $24,690 | $71,883-65.7% | $86,677-71.5% | $68,494-64.0% |
| Participation rate | 83.6% | 72.2%+11.4pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -17.39% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $458 | $2,173-78.9% | $2,836-83.9% | $2,596-82.4% |
| Participant deferral / active EE | $3,155 | $3,779-16.5% | $4,656-32.2% | $4,027-21.6% |
| Admin fee / account holder | $14,915 | $6,112+144.0% | $7,493+99.0% | $5,403+176.1% |