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 | $37,983 | $81,900-53.6% | $119,609-68.2% | $68,494-44.5% |
| Participation rate | 85.0% | 71.9%+13.1pp | 79.3%+5.7pp | 67.9%+17.1pp |
| Annual return | -11.23% | -23.82%+12.6pp | -14.97%+3.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $145 | $2,693-94.6% | $4,232-96.6% | $2,596-94.4% |
| Participant deferral / active EE | $2,252 | $4,148-45.7% | $5,602-59.8% | $4,027-44.1% |
| Admin fee / account holder | $1,503 | $6,582-77.2% | $10,323-85.4% | $5,403-72.2% |