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 | $23,833 | $59,186-59.7% | $76,768-69.0% | $56,287-57.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 77.0%+18.8pp | 69.9%+25.9pp |
| Annual return | -5.19% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $148 | $1,759-91.6% | $2,485-94.0% | $2,111-93.0% |
| Participant deferral / active EE | $2,591 | $3,255-20.4% | $3,852-32.7% | $3,350-22.7% |
| Admin fee / account holder | $4,930 | $489+907.9% | $6,675-26.1% | $521+846.3% |