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 | $32,384 | $100,754-67.9% | $86,677-62.6% | $134,475-75.9% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -18.26% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $740 | $3,489-78.8% | $2,836-73.9% | $4,740-84.4% |
| Participant deferral / active EE | $3,766 | $5,338-29.4% | $4,656-19.1% | $6,400-41.2% |
| Admin fee / account holder | $7,878 | $10,926-27.9% | $7,493+5.1% | $11,426-31.0% |