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 | $72,030 | $105,860-32.0% | $90,749-20.6% | $134,475-46.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.27% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $555 | $3,462-84.0% | $2,921-81.0% | $4,740-88.3% |
| Participant deferral / active EE | $3,511 | $5,216-32.7% | $4,564-23.1% | $6,400-45.1% |
| Admin fee / account holder | $667 | $13,938-95.2% | $8,445-92.1% | $11,426-94.2% |