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 | $41,887 | $131,829-68.2% | $108,579-61.4% | $273,961-84.7% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 8.81% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $453 | $4,912-90.8% | $3,758-87.9% | $4,869-90.7% |
| Participant deferral / active EE | $1,849 | $5,127-63.9% | $4,311-57.1% | $5,287-65.0% |
| Admin fee / account holder | $647 | $10,252-93.7% | $7,645-91.5% | $10,132-93.6% |