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 | $35,560 | $56,484-37.0% | $169,463-79.0% | $64,186-44.6% |
| Participation rate | 84.6% | 64.5%+20.1pp | 77.8%+6.8pp | 69.6%+15.0pp |
| Annual return | -8.06% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $271 | $1,832-85.2% | $4,159-93.5% | $2,381-88.6% |
| Participant deferral / active EE | $2,185 | $3,448-36.6% | $5,277-58.6% | $3,470-37.0% |
| Admin fee / account holder | $1,622 | $4,174-61.1% | $9,109-82.2% | $4,888-66.8% |