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 | $28,906 | $180,449-84.0% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $782 | $6,035-87.0% | $5,298-85.2% | $4,779-83.6% |
| Participant deferral / active EE | $2,636 | $5,806-54.6% | $5,081-48.1% | $5,609-53.0% |
| Admin fee / account holder | $3,080 | $16,143-80.9% | $13,411-77.0% | $10,827-71.6% |