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 | $75,201 | $100,754-25.4% | $86,677-13.2% | $134,475-44.1% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -16.64% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $473 | $3,489-86.4% | $2,836-83.3% | $4,740-90.0% |
| Participant deferral / active EE | $3,064 | $5,338-42.6% | $4,656-34.2% | $6,400-52.1% |
| Admin fee / account holder | $2,152 | $10,926-80.3% | $7,493-71.3% | $11,426-81.2% |