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 | $95,902 | $92,222+4.0% | $76,768+24.9% | $135,375-29.2% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -6.03% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $236 | $3,216-92.7% | $2,485-90.5% | $4,779-95.1% |
| Participant deferral / active EE | $3,486 | $4,509-22.7% | $3,852-9.5% | $5,609-37.8% |
| Admin fee / account holder | $868 | $10,748-91.9% | $6,675-87.0% | $10,827-92.0% |