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 | $43,861 | $167,484-73.8% | $151,611-71.1% | $134,475-67.4% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -16.78% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $761 | $6,829-88.9% | $6,166-87.7% | $4,740-83.9% |
| Participant deferral / active EE | $4,841 | $8,986-46.1% | $8,363-42.1% | $6,400-24.4% |
| Admin fee / account holder | $927 | $13,783-93.3% | $11,616-92.0% | $11,426-91.9% |