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 | $49,001 | $100,754-51.4% | $86,677-43.5% | $134,475-63.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.80% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $234 | $3,489-93.3% | $2,836-91.8% | $4,740-95.1% |
| Participant deferral / active EE | $1,875 | $5,338-64.9% | $4,656-59.7% | $6,400-70.7% |
| Admin fee / account holder | $5,770 | $10,926-47.2% | $7,493-23.0% | $11,426-49.5% |