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 | $52,692 | $100,754-47.7% | $86,677-39.2% | $134,475-60.8% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -18.54% | 29.04%-47.6pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $723 | $3,489-79.3% | $2,836-74.5% | $4,740-84.7% |
| Participant deferral / active EE | $3,099 | $5,338-41.9% | $4,656-33.4% | $6,400-51.6% |
| Admin fee / account holder | $15,403 | $10,926+41.0% | $7,493+105.6% | $11,426+34.8% |