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 | $28,644 | $129,942-78.0% | $104,294-72.5% | $134,475-78.7% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -4.97% | 42.03%-47.0pp | 24.61%-29.6pp | 417.96%-422.9pp |
| Employer contribution / active EE | $406 | $4,184-90.3% | $3,372-88.0% | $4,740-91.4% |
| Participant deferral / active EE | $1,504 | $5,588-73.1% | $4,625-67.5% | $6,400-76.5% |
| Admin fee / account holder | $1,098 | $9,323-88.2% | $7,339-85.0% | $11,426-90.4% |