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 | $28,435 | $131,829-78.4% | $108,579-73.8% | $273,961-89.6% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 7.20% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $761 | $4,912-84.5% | $3,758-79.8% | $4,869-84.4% |
| Participant deferral / active EE | $4,838 | $5,127-5.6% | $4,311+12.2% | $5,287-8.5% |
| Admin fee / account holder | $332 | $10,252-96.8% | $7,645-95.7% | $10,132-96.7% |