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 | $78,448 | $167,484-53.2% | $151,611-48.3% | $134,475-41.7% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -17.90% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $772 | $6,829-88.7% | $6,166-87.5% | $4,740-83.7% |
| Participant deferral / active EE | $4,612 | $8,986-48.7% | $8,363-44.9% | $6,400-27.9% |
| Admin fee / account holder | $3,619 | $13,783-73.7% | $11,616-68.8% | $11,426-68.3% |