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 | $20,788 | $87,540-76.3% | $75,781-72.6% | $125,391-83.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $116 | $3,930-97.0% | $3,323-96.5% | $4,866-97.6% |
| Participant deferral / active EE | $2,215 | $4,229-47.6% | $3,651-39.3% | $5,352-58.6% |
| Admin fee / account holder | $1,166 | $6,502-82.1% | $5,299-78.0% | $9,540-87.8% |