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 | $118,503 | $73,004+62.3% | $90,749+30.6% | $68,494+73.0% |
| Participation rate | 84.2% | 70.8%+13.4pp | 75.7%+8.5pp | 67.9%+16.3pp |
| Annual return | -12.75% | -13.81%+1.1pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $36 | $2,193-98.4% | $2,921-98.8% | $2,596-98.6% |
| Participant deferral / active EE | $3,408 | $3,627-6.0% | $4,564-25.3% | $4,027-15.4% |
| Admin fee / account holder | $3,767 | $5,896-36.1% | $8,445-55.4% | $5,403-30.3% |