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 | $62,446 | $77,813-19.7% | $123,544-49.5% | $64,186-2.7% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -1.06% | 12.48%-13.5pp | 119.20%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $425 | $3,014-85.9% | $4,628-90.8% | $2,381-82.1% |
| Participant deferral / active EE | $2,645 | $5,240-49.5% | $6,426-58.8% | $3,470-23.8% |
| Admin fee / account holder | $2,765 | $5,519-49.9% | $9,284-70.2% | $4,888-43.4% |