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 | $35,284 | $142,344-75.2% | $119,609-70.5% | $134,475-73.8% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -3.03% | -12.44%+9.4pp | -14.97%+11.9pp | 417.96%-421.0pp |
| Employer contribution / active EE | $700 | $5,222-86.6% | $4,232-83.5% | $4,740-85.2% |
| Participant deferral / active EE | $4,658 | $6,469-28.0% | $5,602-16.9% | $6,400-27.2% |
| Admin fee / account holder | $28,840 | $13,584+112.3% | $10,323+179.4% | $11,426+152.4% |