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 | $74,913 | $167,484-55.3% | $151,611-50.6% | $134,475-44.3% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.5%-11.3pp | 81.2%-5.0pp |
| Annual return | -12.68% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $524 | $6,829-92.3% | $6,166-91.5% | $4,740-89.0% |
| Participant deferral / active EE | $5,474 | $8,986-39.1% | $8,363-34.6% | $6,400-14.5% |
| Admin fee / account holder | $1,089 | $13,783-92.1% | $11,616-90.6% | $11,426-90.5% |