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 | $40,958 | $142,344-71.2% | $119,609-65.8% | $134,475-69.5% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -11.98% | -12.44%+0.5pp | -14.97%+3.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $739 | $5,222-85.9% | $4,232-82.5% | $4,740-84.4% |
| Participant deferral / active EE | $4,135 | $6,469-36.1% | $5,602-26.2% | $6,400-35.4% |
| Admin fee / account holder | $1,357 | $13,584-90.0% | $10,323-86.9% | $11,426-88.1% |