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 | $82,749 | $92,222-10.3% | $76,768+7.8% | $135,375-38.9% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -6.86% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $462 | $3,216-85.6% | $2,485-81.4% | $4,779-90.3% |
| Participant deferral / active EE | $5,083 | $4,509+12.7% | $3,852+32.0% | $5,609-9.4% |
| Admin fee / account holder | $3,019 | $10,748-71.9% | $6,675-54.8% | $10,827-72.1% |