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 | $18,724 | $133,958-86.0% | $112,228-83.3% | $134,475-86.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -12.81% | 47.11%-59.9pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $393 | $4,038-90.3% | $3,635-89.2% | $4,740-91.7% |
| Participant deferral / active EE | $1,638 | $5,291-69.0% | $4,728-65.4% | $6,400-74.4% |
| Admin fee / account holder | $1,061 | $7,489-85.8% | $6,410-83.4% | $11,426-90.7% |