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 | $50,395 | $167,484-69.9% | $151,611-66.8% | $134,475-62.5% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -16.49% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,124 | $6,829-83.5% | $6,166-81.8% | $4,740-76.3% |
| Participant deferral / active EE | $3,644 | $8,986-59.5% | $8,363-56.4% | $6,400-43.1% |
| Admin fee / account holder | $6,809 | $13,783-50.6% | $11,616-41.4% | $11,426-40.4% |