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 | $58,457 | $167,484-65.1% | $151,611-61.4% | $134,475-56.5% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -17.63% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $615 | $6,829-91.0% | $6,166-90.0% | $4,740-87.0% |
| Participant deferral / active EE | $18,942 | $8,986+110.8% | $8,363+126.5% | $6,400+196.0% |
| Admin fee / account holder | $21,883 | $13,783+58.8% | $11,616+88.4% | $11,426+91.5% |