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 | $70,543 | $147,727-52.2% | $115,756-39.1% | $134,475-47.5% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.1%+3.9pp | 81.2%-0.3pp |
| Annual return | -17.81% | 73.96%-91.8pp | 143.14%-161.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $349 | $4,713-92.6% | $3,793-90.8% | $4,740-92.6% |
| Participant deferral / active EE | $3,568 | $7,563-52.8% | $6,254-42.9% | $6,400-44.2% |
| Admin fee / account holder | $8,426 | $14,571-42.2% | $8,124+3.7% | $11,426-26.3% |