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 | $113,227 | $140,588-19.5% | $123,104-8.0% | $125,391-9.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.24% | 16.80%-17.0pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $629 | $6,041-89.6% | $5,151-87.8% | $4,866-87.1% |
| Participant deferral / active EE | $4,770 | $6,980-31.7% | $6,230-23.4% | $5,352-10.9% |
| Admin fee / account holder | $3,415 | $11,198-69.5% | $9,015-62.1% | $9,540-64.2% |