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 | $41,401 | $61,660-32.9% | $80,019-48.3% | $64,186-35.5% |
| Participation rate | 71.7% | 71.7%0pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | -5.78% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $228 | $1,810-87.4% | $2,468-90.8% | $2,381-90.4% |
| Participant deferral / active EE | $1,302 | $2,968-56.1% | $3,686-64.7% | $3,470-62.5% |
| Admin fee / account holder | $2,136 | $5,417-60.6% | $6,521-67.2% | $4,888-56.3% |