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 | $35,682 | $92,222-61.3% | $76,768-53.5% | $135,375-73.6% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -8.25% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $503 | $3,216-84.4% | $2,485-79.8% | $4,779-89.5% |
| Participant deferral / active EE | $4,066 | $4,509-9.8% | $3,852+5.6% | $5,609-27.5% |
| Admin fee / account holder | $2,156 | $10,748-79.9% | $6,675-67.7% | $10,827-80.1% |