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 | $12,008 | $91,911-86.9% | $68,793-82.5% | $135,375-91.1% |
| Participation rate | 72.7% | 76.7%-4.0pp | 72.2%+0.5pp | 82.6%-9.9pp |
| Annual return | 4.70% | -8.22%+12.9pp | -4.63%+9.3pp | 519.73%-515.0pp |
| Employer contribution / active EE | $123 | $3,924-96.9% | $2,625-95.3% | $4,779-97.4% |
| Participant deferral / active EE | $3,121 | $4,315-27.7% | $3,311-5.7% | $5,609-44.3% |
| Admin fee / account holder | $7,121 | $9,240-22.9% | $5,131+38.8% | $10,827-34.2% |