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 | $36,942 | $67,411-45.2% | $91,001-59.4% | $70,131-47.3% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 31.07% | -40.16%+71.2pp | 4.60%+26.5pp | 73.14%-42.1pp |
| Employer contribution / active EE | $161 | $1,786-91.0% | $2,456-93.4% | $2,342-93.1% |
| Participant deferral / active EE | $2,492 | $2,823-11.7% | $3,547-29.8% | $3,332-25.2% |
| Admin fee / account holder | $2,555 | $4,236-39.7% | $5,417-52.8% | $4,645-45.0% |