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 | $91,275 | $92,222-1.0% | $76,768+18.9% | $135,375-32.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.64% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $279 | $3,216-91.3% | $2,485-88.8% | $4,779-94.2% |
| Participant deferral / active EE | $3,492 | $4,509-22.6% | $3,852-9.3% | $5,609-37.7% |
| Admin fee / account holder | $40,604 | $10,748+277.8% | $6,675+508.3% | $10,827+275.0% |