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 | $35,726 | $50,958-29.9% | $74,550-52.1% | $64,186-44.3% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.1%+12.4pp | 69.6%+12.0pp |
| Annual return | -5.35% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $178 | $1,115-84.0% | $1,961-90.9% | $2,381-92.5% |
| Participant deferral / active EE | $2,526 | $2,301+9.8% | $3,108-18.7% | $3,470-27.2% |
| Admin fee / account holder | $4,678 | $4,223+10.8% | $5,060-7.5% | $4,888-4.3% |