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 | $85,637 | $167,307-48.8% | $143,757-40.4% | $134,475-36.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.05% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $446 | $5,619-92.1% | $4,951-91.0% | $4,740-90.6% |
| Participant deferral / active EE | $4,205 | $6,446-34.8% | $5,637-25.4% | $6,400-34.3% |
| Admin fee / account holder | $471 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |