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 | $37,984 | $67,331-43.6% | $60,874-37.6% | $134,475-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.00% | 49.93%-63.9pp | 16.90%-30.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $200 | $3,096-93.5% | $2,701-92.6% | $4,740-95.8% |
| Participant deferral / active EE | $2,550 | $4,538-43.8% | $3,817-33.2% | $6,400-60.2% |
| Admin fee / account holder | $991 | $4,582-78.4% | $3,224-69.3% | $11,426-91.3% |