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 | $39,423 | $81,900-51.9% | $119,609-67.0% | $68,494-42.4% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -5.04% | -23.82%+18.8pp | -14.97%+9.9pp | -7.84%+2.8pp |
| Employer contribution / active EE | $583 | $2,693-78.4% | $4,232-86.2% | $2,596-77.6% |
| Participant deferral / active EE | $4,780 | $4,148+15.2% | $5,602-14.7% | $4,027+18.7% |
| Admin fee / account holder | $598 | $6,582-90.9% | $10,323-94.2% | $5,403-88.9% |