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 | $103,950 | $133,958-22.4% | $112,228-7.4% | $134,475-22.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -5.41% | 47.11%-52.5pp | 27.45%-32.9pp | 417.96%-423.4pp |
| Employer contribution / active EE | $738 | $4,038-81.7% | $3,635-79.7% | $4,740-84.4% |
| Participant deferral / active EE | $4,151 | $5,291-21.5% | $4,728-12.2% | $6,400-35.1% |
| Admin fee / account holder | $2,609 | $7,489-65.2% | $6,410-59.3% | $11,426-77.2% |