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 | $15,297 | $54,726-72.0% | $68,793-77.8% | $64,186-76.2% |
| Participation rate | 81.4% | 68.0%+13.4pp | 72.2%+9.2pp | 69.6%+11.9pp |
| Annual return | -5.00% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $188 | $1,846-89.8% | $2,625-92.8% | $2,381-92.1% |
| Participant deferral / active EE | $1,411 | $2,626-46.3% | $3,311-57.4% | $3,470-59.3% |
| Admin fee / account holder | $342 | $4,027-91.5% | $5,131-93.3% | $4,888-93.0% |