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 | $30,754 | $100,754-69.5% | $86,677-64.5% | $134,475-77.1% |
| Participation rate | 70.8% | 78.9%-8.1pp | 76.6%-5.7pp | 81.2%-10.4pp |
| Annual return | -15.61% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $245 | $3,489-93.0% | $2,836-91.4% | $4,740-94.8% |
| Participant deferral / active EE | $2,302 | $5,338-56.9% | $4,656-50.6% | $6,400-64.0% |
| Admin fee / account holder | $2,923 | $10,926-73.3% | $7,493-61.0% | $11,426-74.4% |