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 | $22,867 | $48,265-52.6% | $68,791-66.8% | $68,494-66.6% |
| Participation rate | 92.3% | 60.7%+31.6pp | 69.0%+23.3pp | 67.9%+24.4pp |
| Annual return | -15.80% | -12.71%-3.1pp | -6.38%-9.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $309 | $1,829-83.1% | $2,655-88.4% | $2,596-88.1% |
| Participant deferral / active EE | $1,976 | $2,867-31.1% | $3,941-49.9% | $4,027-50.9% |
| Admin fee / account holder | $2,114 | $4,355-51.5% | $4,932-57.1% | $5,403-60.9% |