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 | $106,903 | $131,829-18.9% | $108,579-1.5% | $273,961-61.0% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 7.57% | -91.57%+99.1pp | -51.70%+59.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $624 | $4,912-87.3% | $3,758-83.4% | $4,869-87.2% |
| Participant deferral / active EE | $2,940 | $5,127-42.7% | $4,311-31.8% | $5,287-44.4% |
| Admin fee / account holder | $14,256 | $10,252+39.1% | $7,645+86.5% | $10,132+40.7% |