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 | $67,461 | $67,411+0.1% | $91,001-25.9% | $70,131-3.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.11% | -40.16%+54.3pp | 4.60%+9.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $200 | $1,786-88.8% | $2,456-91.8% | $2,342-91.4% |
| Participant deferral / active EE | $3,266 | $2,823+15.7% | $3,547-7.9% | $3,332-2.0% |
| Admin fee / account holder | $892 | $4,236-78.9% | $5,417-83.5% | $4,645-80.8% |