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 | $37,556 | $135,635-72.3% | $110,238-65.9% | $135,375-72.3% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -8.16% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $817 | $4,906-83.3% | $3,826-78.6% | $4,779-82.9% |
| Participant deferral / active EE | $1,755 | $5,506-68.1% | $4,672-62.4% | $5,609-68.7% |
| Admin fee / account holder | $2,367 | $11,457-79.3% | $8,547-72.3% | $10,827-78.1% |