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 | $67,233 | $81,900-17.9% | $119,609-43.8% | $68,494-1.8% |
| Participation rate | 86.0% | 71.9%+14.1pp | 79.3%+6.7pp | 67.9%+18.1pp |
| Annual return | -9.87% | -23.82%+13.9pp | -14.97%+5.1pp | -7.84%-2.0pp |
| Employer contribution / active EE | $229 | $2,693-91.5% | $4,232-94.6% | $2,596-91.2% |
| Participant deferral / active EE | $2,892 | $4,148-30.3% | $5,602-48.4% | $4,027-28.2% |
| Admin fee / account holder | $1,906 | $6,582-71.0% | $10,323-81.5% | $5,403-64.7% |