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 | $131,401 | $105,860+24.1% | $90,749+44.8% | $134,475-2.3% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -6.04% | -11.01%+5.0pp | -12.16%+6.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,969 | $5,216-62.2% | $4,564-56.9% | $6,400-69.2% |
| Admin fee / account holder | $303 | $13,938-97.8% | $8,445-96.4% | $11,426-97.4% |