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 | $69,725 | $92,222-24.4% | $76,768-9.2% | $135,375-48.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -8.40% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $538 | $3,216-83.3% | $2,485-78.4% | $4,779-88.7% |
| Participant deferral / active EE | $1,844 | $4,509-59.1% | $3,852-52.1% | $5,609-67.1% |
| Admin fee / account holder | $446 | $10,748-95.8% | $6,675-93.3% | $10,827-95.9% |