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 | $46,000 | $72,404-36.5% | $110,238-58.3% | $64,186-28.3% |
| Participation rate | 75.4% | 73.3%+2.0pp | 79.8%-4.4pp | 69.6%+5.8pp |
| Annual return | -7.62% | -6.29%-1.3pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $311 | $2,282-86.4% | $3,826-91.9% | $2,381-86.9% |
| Participant deferral / active EE | $2,236 | $3,469-35.6% | $4,672-52.1% | $3,470-35.6% |
| Admin fee / account holder | $365 | $5,664-93.6% | $8,547-95.7% | $4,888-92.5% |