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 | $36,932 | $71,883-48.6% | $86,677-57.4% | $68,494-46.1% |
| Participation rate | 83.0% | 72.2%+10.8pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -15.24% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $146 | $2,173-93.3% | $2,836-94.9% | $2,596-94.4% |
| Participant deferral / active EE | $3,735 | $3,779-1.2% | $4,656-19.8% | $4,027-7.3% |
| Admin fee / account holder | $2,665 | $6,112-56.4% | $7,493-64.4% | $5,403-50.7% |