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 | $60,836 | $81,900-25.7% | $119,609-49.1% | $68,494-11.2% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -16.36% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $577 | $2,693-78.6% | $4,232-86.4% | $2,596-77.8% |
| Participant deferral / active EE | $2,828 | $4,148-31.8% | $5,602-49.5% | $4,027-29.8% |
| Admin fee / account holder | $1,497 | $6,582-77.3% | $10,323-85.5% | $5,403-72.3% |