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 | $44,079 | $142,344-69.0% | $119,609-63.1% | $134,475-67.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -14.26% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,553 | $6,469-60.5% | $5,602-54.4% | $6,400-60.1% |
| Admin fee / account holder | $2,740 | $13,584-79.8% | $10,323-73.5% | $11,426-76.0% |