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 | $45,547 | $71,883-36.6% | $86,677-47.5% | $68,494-33.5% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -16.62% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $46 | $2,173-97.9% | $2,836-98.4% | $2,596-98.2% |
| Participant deferral / active EE | $3,587 | $3,779-5.1% | $4,656-22.9% | $4,027-10.9% |
| Admin fee / account holder | $5,733 | $6,112-6.2% | $7,493-23.5% | $5,403+6.1% |