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 | $31,328 | $81,900-61.7% | $119,609-73.8% | $68,494-54.3% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $498 | $2,693-81.5% | $4,232-88.2% | $2,596-80.8% |
| Participant deferral / active EE | $2,899 | $4,148-30.1% | $5,602-48.2% | $4,027-28.0% |
| Admin fee / account holder | $8,512 | $6,582+29.3% | $10,323-17.5% | $5,403+57.6% |