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 | $59,301 | $142,344-58.3% | $119,609-50.4% | $134,475-55.9% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -18.01% | -12.44%-5.6pp | -14.97%-3.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $477 | $5,222-90.9% | $4,232-88.7% | $4,740-89.9% |
| Participant deferral / active EE | $2,828 | $6,469-56.3% | $5,602-49.5% | $6,400-55.8% |
| Admin fee / account holder | $1,291 | $13,584-90.5% | $10,323-87.5% | $11,426-88.7% |