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 | $57,648 | $92,222-37.5% | $76,768-24.9% | $135,375-57.4% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | -3.08% | 5.46%-8.5pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $335 | $3,216-89.6% | $2,485-86.5% | $4,779-93.0% |
| Participant deferral / active EE | $1,863 | $4,509-58.7% | $3,852-51.6% | $5,609-66.8% |
| Admin fee / account holder | $7,586 | $10,748-29.4% | $6,675+13.6% | $10,827-29.9% |