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 | $185,778 | $142,344+30.5% | $119,609+55.3% | $134,475+38.2% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.3%-2.0pp | 81.2%-3.9pp |
| Annual return | -7.15% | -12.44%+5.3pp | -14.97%+7.8pp | 417.96%-425.1pp |
| Employer contribution / active EE | $202 | $5,222-96.1% | $4,232-95.2% | $4,740-95.7% |
| Participant deferral / active EE | $4,038 | $6,469-37.6% | $5,602-27.9% | $6,400-36.9% |
| Admin fee / account holder | $33,121 | $13,584+143.8% | $10,323+220.8% | $11,426+189.9% |