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 | $63,939 | $81,900-21.9% | $119,609-46.5% | $68,494-6.7% |
| Participation rate | 77.0% | 71.9%+5.2pp | 79.3%-2.2pp | 67.9%+9.2pp |
| Annual return | -15.80% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $402 | $2,693-85.1% | $4,232-90.5% | $2,596-84.5% |
| Participant deferral / active EE | $2,591 | $4,148-37.5% | $5,602-53.7% | $4,027-35.7% |
| Admin fee / account holder | $689 | $6,582-89.5% | $10,323-93.3% | $5,403-87.2% |