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 | $90,072 | $81,900+10.0% | $119,609-24.7% | $68,494+31.5% |
| Participation rate | 73.0% | 71.9%+1.1pp | 79.3%-6.3pp | 67.9%+5.1pp |
| Annual return | -9.13% | -23.82%+14.7pp | -14.97%+5.8pp | -7.84%-1.3pp |
| Employer contribution / active EE | $656 | $2,693-75.7% | $4,232-84.5% | $2,596-74.7% |
| Participant deferral / active EE | $3,785 | $4,148-8.7% | $5,602-32.4% | $4,027-6.0% |
| Admin fee / account holder | $4,289 | $6,582-34.8% | $10,323-58.5% | $5,403-20.6% |