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 | $45,146 | $67,411-33.0% | $91,001-50.4% | $70,131-35.6% |
| Participation rate | 74.0% | 71.4%+2.6pp | 75.6%-1.6pp | 69.5%+4.5pp |
| Annual return | 17.76% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $251 | $1,786-86.0% | $2,456-89.8% | $2,342-89.3% |
| Participant deferral / active EE | $1,533 | $2,823-45.7% | $3,547-56.8% | $3,332-54.0% |
| Admin fee / account holder | $911 | $4,236-78.5% | $5,417-83.2% | $4,645-80.4% |