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 | $46,976 | $79,633-41.0% | $93,789-49.9% | $68,494-31.4% |
| Participation rate | 86.8% | 75.4%+11.5pp | 81.0%+5.9pp | 67.9%+19.0pp |
| Annual return | -18.85% | -0.10%-18.8pp | -11.33%-7.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $395 | $3,665-89.2% | $4,323-90.9% | $2,596-84.8% |
| Participant deferral / active EE | $2,647 | $5,158-48.7% | $6,094-56.6% | $4,027-34.3% |
| Admin fee / account holder | $5,372 | $6,871-21.8% | $7,195-25.3% | $5,403-0.6% |