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 | $54,339 | $142,344-61.8% | $119,609-54.6% | $134,475-59.6% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -16.96% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $478 | $5,222-90.8% | $4,232-88.7% | $4,740-89.9% |
| Participant deferral / active EE | $2,204 | $6,469-65.9% | $5,602-60.7% | $6,400-65.6% |
| Admin fee / account holder | $2,666 | $13,584-80.4% | $10,323-74.2% | $11,426-76.7% |