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 | $65,421 | $167,484-60.9% | $151,611-56.8% | $134,475-51.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.05% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,089 | $6,829-84.1% | $6,166-82.3% | $4,740-77.0% |
| Participant deferral / active EE | $3,526 | $8,986-60.8% | $8,363-57.8% | $6,400-44.9% |
| Admin fee / account holder | $4,398 | $13,783-68.1% | $11,616-62.1% | $11,426-61.5% |