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 | $45,085 | $129,942-65.3% | $104,294-56.8% | $134,475-66.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -16.10% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $332 | $4,184-92.1% | $3,372-90.2% | $4,740-93.0% |
| Participant deferral / active EE | $3,346 | $5,588-40.1% | $4,625-27.7% | $6,400-47.7% |
| Admin fee / account holder | $7,304 | $9,323-21.7% | $7,339-0.5% | $11,426-36.1% |