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 | $47,807 | $100,754-52.6% | $86,677-44.8% | $134,475-64.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.37% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $398 | $3,489-88.6% | $2,836-86.0% | $4,740-91.6% |
| Participant deferral / active EE | $5,149 | $5,338-3.5% | $4,656+10.6% | $6,400-19.5% |
| Admin fee / account holder | $527 | $10,926-95.2% | $7,493-93.0% | $11,426-95.4% |