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 | $33,122 | $81,900-59.6% | $119,609-72.3% | $68,494-51.6% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -17.83% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $517 | $2,693-80.8% | $4,232-87.8% | $2,596-80.1% |
| Participant deferral / active EE | $3,464 | $4,148-16.5% | $5,602-38.2% | $4,027-14.0% |
| Admin fee / account holder | $713 | $6,582-89.2% | $10,323-93.1% | $5,403-86.8% |