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 | $58,158 | $142,344-59.1% | $119,609-51.4% | $134,475-56.8% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -8.95% | -12.44%+3.5pp | -14.97%+6.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $684 | $5,222-86.9% | $4,232-83.8% | $4,740-85.6% |
| Participant deferral / active EE | $5,219 | $6,469-19.3% | $5,602-6.8% | $6,400-18.5% |
| Admin fee / account holder | $25,389 | $13,584+86.9% | $10,323+145.9% | $11,426+122.2% |