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 | $53,282 | $99,032-46.2% | $80,019-33.4% | $135,375-60.6% |
| Participation rate | 76.5% | 78.4%-1.9pp | 75.8%+0.6pp | 82.6%-6.2pp |
| Annual return | -5.49% | 15.39%-20.9pp | 11.22%-16.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $131 | $3,043-95.7% | $2,468-94.7% | $4,779-97.3% |
| Participant deferral / active EE | $2,811 | $4,282-34.3% | $3,686-23.7% | $5,609-49.9% |
| Admin fee / account holder | $10,211 | $10,436-2.2% | $6,521+56.6% | $10,827-5.7% |