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 | $38,649 | $131,829-70.7% | $108,579-64.4% | $273,961-85.9% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | 7.67% | -91.57%+99.2pp | -51.70%+59.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $721 | $4,912-85.3% | $3,758-80.8% | $4,869-85.2% |
| Participant deferral / active EE | $4,007 | $5,127-21.9% | $4,311-7.1% | $5,287-24.2% |
| Admin fee / account holder | $2,607 | $10,252-74.6% | $7,645-65.9% | $10,132-74.3% |