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 | $52,270 | $131,829-60.4% | $108,579-51.9% | $273,961-80.9% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 7.53% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $540 | $4,912-89.0% | $3,758-85.6% | $4,869-88.9% |
| Participant deferral / active EE | $3,227 | $5,127-37.1% | $4,311-25.1% | $5,287-39.0% |
| Admin fee / account holder | $4,272 | $10,252-58.3% | $7,645-44.1% | $10,132-57.8% |