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 | $57,313 | $100,754-43.1% | $86,677-33.9% | $134,475-57.4% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -17.03% | 29.04%-46.1pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $584 | $3,489-83.3% | $2,836-79.4% | $4,740-87.7% |
| Participant deferral / active EE | $3,408 | $5,338-36.2% | $4,656-26.8% | $6,400-46.8% |
| Admin fee / account holder | $1,338 | $10,926-87.8% | $7,493-82.1% | $11,426-88.3% |