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 | $36,888 | $92,222-60.0% | $76,768-51.9% | $135,375-72.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.02% | 5.46%-13.5pp | 2.43%-10.4pp | 519.73%-527.8pp |
| Employer contribution / active EE | $471 | $3,216-85.4% | $2,485-81.1% | $4,779-90.2% |
| Participant deferral / active EE | $2,149 | $4,509-52.3% | $3,852-44.2% | $5,609-61.7% |
| Admin fee / account holder | $2,330 | $10,748-78.3% | $6,675-65.1% | $10,827-78.5% |