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 | $45,940 | $142,344-67.7% | $119,609-61.6% | $134,475-65.8% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -13.07% | -12.44%-0.6pp | -14.97%+1.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $961 | $5,222-81.6% | $4,232-77.3% | $4,740-79.7% |
| Participant deferral / active EE | $3,539 | $6,469-45.3% | $5,602-36.8% | $6,400-44.7% |
| Admin fee / account holder | $13,802 | $13,584+1.6% | $10,323+33.7% | $11,426+20.8% |