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 | $82,987 | $167,307-50.4% | $143,757-42.3% | $134,475-38.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.01% | 0.46%-5.5pp | -0.04%-5.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $466 | $5,619-91.7% | $4,951-90.6% | $4,740-90.2% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $3,752 | $18,088-79.3% | $14,673-74.4% | $11,426-67.2% |