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 | $40,349 | $100,754-60.0% | $86,677-53.4% | $134,475-70.0% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.87% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $542 | $3,489-84.5% | $2,836-80.9% | $4,740-88.6% |
| Participant deferral / active EE | $3,333 | $5,338-37.6% | $4,656-28.4% | $6,400-47.9% |
| Admin fee / account holder | $9,934 | $10,926-9.1% | $7,493+32.6% | $11,426-13.1% |