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 | $87,402 | $105,860-17.4% | $90,749-3.7% | $134,475-35.0% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -15.35% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $526 | $3,462-84.8% | $2,921-82.0% | $4,740-88.9% |
| Participant deferral / active EE | $2,562 | $5,216-50.9% | $4,564-43.9% | $6,400-60.0% |
| Admin fee / account holder | $7,055 | $13,938-49.4% | $8,445-16.5% | $11,426-38.3% |