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 | $99,228 | $127,100-21.9% | $105,738-6.2% | $135,375-26.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.28% | 4.49%-11.8pp | 6.27%-13.6pp | 519.73%-527.0pp |
| Employer contribution / active EE | $787 | $4,107-80.8% | $3,268-75.9% | $4,779-83.5% |
| Participant deferral / active EE | $3,250 | $5,064-35.8% | $4,080-20.3% | $5,609-42.0% |
| Admin fee / account holder | $9,877 | $9,087+8.7% | $6,913+42.9% | $10,827-8.8% |