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 | $44,442 | $99,079-55.1% | $77,999-43.0% | $273,961-83.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 2.46% | 217.93%-215.5pp | 425.96%-423.5pp | 41.45%-39.0pp |
| Employer contribution / active EE | $342 | $3,308-89.7% | $2,470-86.2% | $4,869-93.0% |
| Participant deferral / active EE | $1,142 | $4,306-73.5% | $3,497-67.3% | $5,287-78.4% |
| Admin fee / account holder | $3,804 | $8,954-57.5% | $5,480-30.6% | $10,132-62.5% |