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 7-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 | $48,680 | $100,754-51.7% | $86,677-43.8% | $134,475-63.8% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.63% | 29.04%-46.7pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $291 | $3,489-91.7% | $2,836-89.7% | $4,740-93.9% |
| Participant deferral / active EE | $2,142 | $5,338-59.9% | $4,656-54.0% | $6,400-66.5% |
| Admin fee / account holder | $4,380 | $10,926-59.9% | $7,493-41.6% | $11,426-61.7% |