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 | $31,049 | $64,707-52.0% | $112,228-72.3% | $68,494-54.7% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $420 | $2,746-84.7% | $3,635-88.4% | $2,596-83.8% |
| Participant deferral / active EE | $4,130 | $3,565+15.8% | $4,728-12.7% | $4,027+2.5% |
| Admin fee / account holder | $1,159 | $5,232-77.8% | $6,410-81.9% | $5,403-78.5% |