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 | $53,103 | $81,900-35.2% | $119,609-55.6% | $68,494-22.5% |
| Participation rate | 79.2% | 71.9%+7.4pp | 79.3%0pp | 67.9%+11.4pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $678 | $2,693-74.8% | $4,232-84.0% | $2,596-73.9% |
| Participant deferral / active EE | $2,769 | $4,148-33.2% | $5,602-50.6% | $4,027-31.2% |
| Admin fee / account holder | $918 | $6,582-86.0% | $10,323-91.1% | $5,403-83.0% |