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 6-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 | $65,186 | $129,942-49.8% | $104,294-37.5% | $134,475-51.5% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -20.10% | 42.03%-62.1pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $82 | $4,184-98.0% | $3,372-97.6% | $4,740-98.3% |
| Participant deferral / active EE | $7,820 | $5,588+39.9% | $4,625+69.1% | $6,400+22.2% |
| Admin fee / account holder | $4,589 | $9,323-50.8% | $7,339-37.5% | $11,426-59.8% |