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 | $24,433 | $167,307-85.4% | $143,757-83.0% | $134,475-81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $618 | $5,619-89.0% | $4,951-87.5% | $4,740-87.0% |
| Participant deferral / active EE | $3,705 | $6,446-42.5% | $5,637-34.3% | $6,400-42.1% |
| Admin fee / account holder | $2,337 | $18,088-87.1% | $14,673-84.1% | $11,426-79.5% |