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 | $43,207 | $67,411-35.9% | $91,001-52.5% | $70,131-38.4% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 14.28% | -40.16%+54.4pp | 4.60%+9.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $111 | $1,786-93.8% | $2,456-95.5% | $2,342-95.3% |
| Participant deferral / active EE | $1,415 | $2,823-49.9% | $3,547-60.1% | $3,332-57.5% |
| Admin fee / account holder | $866 | $4,236-79.6% | $5,417-84.0% | $4,645-81.4% |