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 | $63,065 | $167,484-62.3% | $151,611-58.4% | $134,475-53.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,469 | $6,829-78.5% | $6,166-76.2% | $4,740-69.0% |
| Participant deferral / active EE | $10,425 | $8,986+16.0% | $8,363+24.6% | $6,400+62.9% |
| Admin fee / account holder | $3,259 | $13,783-76.4% | $11,616-71.9% | $11,426-71.5% |