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 | $89,816 | $100,754-10.9% | $86,677+3.6% | $134,475-33.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -19.72% | 29.04%-48.8pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $642 | $3,489-81.6% | $2,836-77.4% | $4,740-86.5% |
| Participant deferral / active EE | $8,749 | $5,338+63.9% | $4,656+87.9% | $6,400+36.7% |
| Admin fee / account holder | $1,752 | $10,926-84.0% | $7,493-76.6% | $11,426-84.7% |