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 | $46,387 | $90,590-48.8% | $90,782-48.9% | $135,375-65.7% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | 7.97% | -3.40%+11.4pp | -3.42%+11.4pp | 519.73%-511.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,230 | $5,407-40.3% | $5,366-39.8% | $5,609-42.4% |
| Admin fee / account holder | $1,850 | $7,683-75.9% | $5,908-68.7% | $10,827-82.9% |