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 | $32,210 | $127,386-74.7% | $115,037-72.0% | $125,391-74.3% |
| Participation rate | 82.6% | 84.2%-1.5pp | 81.4%+1.2pp | 83.2%-0.6pp |
| Annual return | -0.55% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $242 | $5,166-95.3% | $4,608-94.7% | $4,866-95.0% |
| Participant deferral / active EE | $3,071 | $6,423-52.2% | $6,026-49.0% | $5,352-42.6% |
| Admin fee / account holder | $1,773 | $9,516-81.4% | $8,175-78.3% | $9,540-81.4% |