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 | $74,583 | $142,344-47.6% | $119,609-37.6% | $134,475-44.5% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.66% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $633 | $5,222-87.9% | $4,232-85.1% | $4,740-86.7% |
| Participant deferral / active EE | $4,609 | $6,469-28.8% | $5,602-17.7% | $6,400-28.0% |
| Admin fee / account holder | $1,733 | $13,584-87.2% | $10,323-83.2% | $11,426-84.8% |