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 | $80,332 | $95,862-16.2% | $79,550+1.0% | $134,475-40.3% |
| Participation rate | 78.3% | 75.0%+3.2pp | 69.5%+8.8pp | 81.2%-3.0pp |
| Annual return | -16.75% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $408 | $3,128-86.9% | $2,413-83.1% | $4,740-91.4% |
| Participant deferral / active EE | $2,590 | $4,693-44.8% | $3,985-35.0% | $6,400-59.5% |
| Admin fee / account holder | $1,666 | $9,126-81.7% | $6,832-75.6% | $11,426-85.4% |