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 | $53,273 | $92,222-42.2% | $76,768-30.6% | $135,375-60.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -6.11% | 5.46%-11.6pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $496 | $3,216-84.6% | $2,485-80.1% | $4,779-89.6% |
| Participant deferral / active EE | $2,517 | $4,509-44.2% | $3,852-34.6% | $5,609-55.1% |
| Admin fee / account holder | $1,489 | $10,748-86.1% | $6,675-77.7% | $10,827-86.3% |