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 | $79,835 | $142,344-43.9% | $119,609-33.3% | $134,475-40.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.24% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $909 | $5,222-82.6% | $4,232-78.5% | $4,740-80.8% |
| Participant deferral / active EE | $3,041 | $6,469-53.0% | $5,602-45.7% | $6,400-52.5% |
| Admin fee / account holder | $7,341 | $13,584-46.0% | $10,323-28.9% | $11,426-35.7% |