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 | $21,977 | $59,805-63.3% | $79,550-72.4% | $68,494-67.9% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -16.52% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $255 | $1,505-83.1% | $2,413-89.4% | $2,596-90.2% |
| Participant deferral / active EE | $3,408 | $3,024+12.7% | $3,985-14.5% | $4,027-15.4% |
| Admin fee / account holder | $662 | $4,835-86.3% | $6,832-90.3% | $5,403-87.8% |