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 | $70,189 | $100,754-30.3% | $86,677-19.0% | $134,475-47.8% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -17.11% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $463 | $3,489-86.7% | $2,836-83.7% | $4,740-90.2% |
| Participant deferral / active EE | $5,116 | $5,338-4.2% | $4,656+9.9% | $6,400-20.1% |
| Admin fee / account holder | $3,591 | $10,926-67.1% | $7,493-52.1% | $11,426-68.6% |