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 | $43,676 | $81,900-46.7% | $119,609-63.5% | $68,494-36.2% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -14.96% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $671 | $2,693-75.1% | $4,232-84.1% | $2,596-74.2% |
| Participant deferral / active EE | $2,091 | $4,148-49.6% | $5,602-62.7% | $4,027-48.1% |
| Admin fee / account holder | $2,443 | $6,582-62.9% | $10,323-76.3% | $5,403-54.8% |