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 | $88,347 | $138,065-36.0% | $123,544-28.5% | $135,375-34.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.02% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $606 | $5,151-88.2% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $2,598 | $6,799-61.8% | $6,426-59.6% | $5,609-53.7% |
| Admin fee / account holder | $2,571 | $10,916-76.4% | $9,284-72.3% | $10,827-76.2% |