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 | $38,685 | $71,883-46.2% | $86,677-55.4% | $68,494-43.5% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -9.02% | 3.52%-12.5pp | 35.91%-44.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $233 | $2,173-89.3% | $2,836-91.8% | $2,596-91.0% |
| Participant deferral / active EE | $2,640 | $3,779-30.1% | $4,656-43.3% | $4,027-34.4% |
| Admin fee / account holder | $3,437 | $6,112-43.8% | $7,493-54.1% | $5,403-36.4% |