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 | $25,179 | $95,862-73.7% | $79,550-68.3% | $134,475-81.3% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -16.80% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $320 | $3,128-89.8% | $2,413-86.8% | $4,740-93.3% |
| Participant deferral / active EE | $5,036 | $4,693+7.3% | $3,985+26.4% | $6,400-21.3% |
| Admin fee / account holder | $5,112 | $9,126-44.0% | $6,832-25.2% | $11,426-55.3% |