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 | $103,040 | $92,222+11.7% | $76,768+34.2% | $135,375-23.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -5.22% | 5.46%-10.7pp | 2.43%-7.6pp | 519.73%-525.0pp |
| Employer contribution / active EE | $483 | $3,216-85.0% | $2,485-80.6% | $4,779-89.9% |
| Participant deferral / active EE | $3,629 | $4,509-19.5% | $3,852-5.8% | $5,609-35.3% |
| Admin fee / account holder | $2,587 | $10,748-75.9% | $6,675-61.2% | $10,827-76.1% |