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 | $67,841 | $167,484-59.5% | $151,611-55.3% | $134,475-49.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -18.62% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $486 | $6,829-92.9% | $6,166-92.1% | $4,740-89.7% |
| Participant deferral / active EE | $3,967 | $8,986-55.9% | $8,363-52.6% | $6,400-38.0% |
| Admin fee / account holder | $1,105 | $13,783-92.0% | $11,616-90.5% | $11,426-90.3% |