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 | $65,988 | $92,222-28.4% | $76,768-14.0% | $135,375-51.3% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -2.24% | 5.46%-7.7pp | 2.43%-4.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $543 | $3,216-83.1% | $2,485-78.1% | $4,779-88.6% |
| Participant deferral / active EE | $2,610 | $4,509-42.1% | $3,852-32.2% | $5,609-53.5% |
| Admin fee / account holder | $30,973 | $10,748+188.2% | $6,675+364.0% | $10,827+186.1% |