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 | $14,429 | $69,010-79.1% | $159,960-91.0% | $68,494-78.9% |
| Participation rate | 78.5% | 65.4%+13.1pp | 78.0%+0.5pp | 67.9%+10.6pp |
| Annual return | -16.20% | -9.65%-6.5pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $415 | $2,213-81.3% | $4,226-90.2% | $2,596-84.0% |
| Participant deferral / active EE | $2,333 | $4,212-44.6% | $6,182-62.3% | $4,027-42.1% |
| Admin fee / account holder | $1,649 | $4,798-65.6% | $8,698-81.0% | $5,403-69.5% |