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 | $41,137 | $70,908-42.0% | $98,907-58.4% | $73,488-44.0% |
| Participation rate | 76.9% | 73.8%+3.2pp | 76.0%+0.9pp | 70.7%+6.2pp |
| Annual return | 17.36% | 34.17%-16.8pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $238 | $2,036-88.3% | $2,689-91.1% | $2,270-89.5% |
| Participant deferral / active EE | $2,339 | $3,500-33.2% | $4,244-44.9% | $3,740-37.4% |
| Admin fee / account holder | $5,130 | $535+858.9% | $6,642-22.8% | $513+899.8% |