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 | $39,361 | $67,411-41.6% | $91,001-56.7% | $70,131-43.9% |
| Participation rate | 83.0% | 71.4%+11.7pp | 75.6%+7.4pp | 69.5%+13.5pp |
| Annual return | 16.83% | -40.16%+57.0pp | 4.60%+12.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $219 | $1,786-87.7% | $2,456-91.1% | $2,342-90.6% |
| Participant deferral / active EE | $1,797 | $2,823-36.3% | $3,547-49.3% | $3,332-46.1% |
| Admin fee / account holder | $418 | $4,236-90.1% | $5,417-92.3% | $4,645-91.0% |