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 8-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 | $29,454 | $167,484-82.4% | $151,611-80.6% | $134,475-78.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -19.53% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,465 | $6,829-78.5% | $6,166-76.2% | $4,740-69.1% |
| Participant deferral / active EE | $5,990 | $8,986-33.3% | $8,363-28.4% | $6,400-6.4% |
| Admin fee / account holder | $592 | $13,783-95.7% | $11,616-94.9% | $11,426-94.8% |