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 | $103,448 | $142,344-27.3% | $119,609-13.5% | $134,475-23.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.59% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $497 | $5,222-90.5% | $4,232-88.2% | $4,740-89.5% |
| Participant deferral / active EE | $5,916 | $6,469-8.6% | $5,602+5.6% | $6,400-7.6% |
| Admin fee / account holder | $424 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |