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 | $44,825 | $57,354-21.8% | $83,848-46.5% | $64,186-30.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $525 | $2,545-79.4% | $3,631-85.5% | $2,381-77.9% |
| Participant deferral / active EE | $2,564 | $2,993-14.3% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $1,120 | $4,046-72.3% | $5,478-79.6% | $4,888-77.1% |