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 | $88,755 | $142,344-37.6% | $119,609-25.8% | $134,475-34.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -14.56% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $240 | $5,222-95.4% | $4,232-94.3% | $4,740-94.9% |
| Participant deferral / active EE | $2,395 | $6,469-63.0% | $5,602-57.2% | $6,400-62.6% |
| Admin fee / account holder | $549 | $13,584-96.0% | $10,323-94.7% | $11,426-95.2% |