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 | $40,167 | $75,935-47.1% | $60,547-33.7% | $125,391-68.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 68.0%+15.4pp | 83.2%+0.1pp |
| Annual return | -1.89% | -5.38%+3.5pp | 335.64%-337.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,557 | $4,506+1.1% | $3,328+36.9% | $5,352-14.8% |
| Admin fee / account holder | $671 | $6,768-90.1% | $4,536-85.2% | $9,540-93.0% |