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 5-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 | $93,039 | $100,754-7.7% | $86,677+7.3% | $134,475-30.8% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -16.65% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $509 | $3,489-85.4% | $2,836-82.1% | $4,740-89.3% |
| Participant deferral / active EE | $4,036 | $5,338-24.4% | $4,656-13.3% | $6,400-36.9% |
| Admin fee / account holder | $17,798 | $10,926+62.9% | $7,493+137.5% | $11,426+55.8% |