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 | $62,921 | $167,484-62.4% | $151,611-58.5% | $134,475-53.2% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -14.73% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | -$76 | $6,829-101.1% | $6,166-101.2% | $4,740-101.6% |
| Participant deferral / active EE | $9,015 | $8,986+0.3% | $8,363+7.8% | $6,400+40.9% |
| Admin fee / account holder | $8,422 | $13,783-38.9% | $11,616-27.5% | $11,426-26.3% |