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 | $46,497 | $79,633-41.6% | $93,789-50.4% | $68,494-32.1% |
| Participation rate | 86.4% | 75.4%+11.0pp | 81.0%+5.4pp | 67.9%+18.5pp |
| Annual return | -16.94% | -0.10%-16.8pp | -11.33%-5.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $719 | $3,665-80.4% | $4,323-83.4% | $2,596-72.3% |
| Participant deferral / active EE | $4,343 | $5,158-15.8% | $6,094-28.7% | $4,027+7.8% |
| Admin fee / account holder | $5,977 | $6,871-13.0% | $7,195-16.9% | $5,403+10.6% |