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 | $43,335 | $167,307-74.1% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -13.33% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,015 | $5,619-81.9% | $4,951-79.5% | $4,740-78.6% |
| Participant deferral / active EE | $3,124 | $6,446-51.5% | $5,637-44.6% | $6,400-51.2% |
| Admin fee / account holder | $5,835 | $18,088-67.7% | $14,673-60.2% | $11,426-48.9% |