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 | $88,834 | $142,344-37.6% | $119,609-25.7% | $134,475-33.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 2.71% | -12.44%+15.2pp | -14.97%+17.7pp | 417.96%-415.2pp |
| Employer contribution / active EE | $797 | $5,222-84.7% | $4,232-81.2% | $4,740-83.2% |
| Participant deferral / active EE | $24,283 | $6,469+275.4% | $5,602+333.5% | $6,400+279.4% |
| Admin fee / account holder | $46,004 | $13,584+238.7% | $10,323+345.6% | $11,426+302.6% |