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 | $25,584 | $92,222-72.3% | $76,768-66.7% | $135,375-81.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.71% | 5.46%-12.2pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $421 | $3,216-86.9% | $2,485-83.1% | $4,779-91.2% |
| Participant deferral / active EE | $2,191 | $4,509-51.4% | $3,852-43.1% | $5,609-60.9% |
| Admin fee / account holder | $567 | $10,748-94.7% | $6,675-91.5% | $10,827-94.8% |