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 4-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 | $179,994 | $105,860+70.0% | $90,749+98.3% | $134,475+33.8% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -10.10% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $312 | $3,462-91.0% | $2,921-89.3% | $4,740-93.4% |
| Participant deferral / active EE | $9,596 | $5,216+84.0% | $4,564+110.3% | $6,400+49.9% |
| Admin fee / account holder | $1,434 | $13,938-89.7% | $8,445-83.0% | $11,426-87.5% |