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 | $54,021 | $69,010-21.7% | $159,960-66.2% | $68,494-21.1% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -12.70% | -9.65%-3.1pp | 408.60%-421.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $226 | $2,213-89.8% | $4,226-94.7% | $2,596-91.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,121 | $4,798-34.9% | $8,698-64.1% | $5,403-42.2% |