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 | $56,794 | $67,411-15.8% | $91,001-37.6% | $70,131-19.0% |
| Participation rate | 89.7% | 71.4%+18.4pp | 75.6%+14.1pp | 69.5%+20.2pp |
| Annual return | 14.61% | -40.16%+54.8pp | 4.60%+10.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $242 | $1,786-86.4% | $2,456-90.1% | $2,342-89.7% |
| Participant deferral / active EE | $2,081 | $2,823-26.3% | $3,547-41.3% | $3,332-37.5% |
| Admin fee / account holder | $1,937 | $4,236-54.3% | $5,417-64.2% | $4,645-58.3% |