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 | $57,774 | $127,386-54.6% | $115,037-49.8% | $125,391-53.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.30% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $793 | $5,166-84.6% | $4,608-82.8% | $4,866-83.7% |
| Participant deferral / active EE | $3,777 | $6,423-41.2% | $6,026-37.3% | $5,352-29.4% |
| Admin fee / account holder | $8,105 | $9,516-14.8% | $8,175-0.9% | $9,540-15.0% |