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 | $58,715 | $142,344-58.8% | $119,609-50.9% | $134,475-56.3% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.3%-8.7pp | 81.2%-10.6pp |
| Annual return | -17.17% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $617 | $5,222-88.2% | $4,232-85.4% | $4,740-87.0% |
| Participant deferral / active EE | $3,168 | $6,469-51.0% | $5,602-43.4% | $6,400-50.5% |
| Admin fee / account holder | $11,331 | $13,584-16.6% | $10,323+9.8% | $11,426-0.8% |