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 | $92,293 | $190,805-51.6% | $159,960-42.3% | $134,475-31.4% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -11.32% | 552.23%-563.6pp | 408.60%-419.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $269 | $4,995-94.6% | $4,226-93.6% | $4,740-94.3% |
| Participant deferral / active EE | $2,359 | $6,923-65.9% | $6,182-61.8% | $6,400-63.1% |
| Admin fee / account holder | $5,985 | $10,471-42.8% | $8,698-31.2% | $11,426-47.6% |