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 | $40,084 | $67,411-40.5% | $91,001-56.0% | $70,131-42.8% |
| Participation rate | 90.6% | 71.4%+19.3pp | 75.6%+15.0pp | 69.5%+21.1pp |
| Annual return | 13.27% | -40.16%+53.4pp | 4.60%+8.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $144 | $1,786-92.0% | $2,456-94.1% | $2,342-93.9% |
| Participant deferral / active EE | $2,100 | $2,823-25.6% | $3,547-40.8% | $3,332-37.0% |
| Admin fee / account holder | $4,793 | $4,236+13.1% | $5,417-11.5% | $4,645+3.2% |