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 | $60,100 | $167,307-64.1% | $143,757-58.2% | $134,475-55.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $67 | $5,619-98.8% | $4,951-98.6% | $4,740-98.6% |
| Participant deferral / active EE | $2,207 | $6,446-65.8% | $5,637-60.8% | $6,400-65.5% |
| Admin fee / account holder | $578 | $18,088-96.8% | $14,673-96.1% | $11,426-94.9% |