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 6-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 | $17,829 | $93,024-80.8% | $77,024-76.9% | $134,475-86.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.82% | 62.60%-74.4pp | 42.32%-54.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $214 | $3,418-93.7% | $2,812-92.4% | $4,740-95.5% |
| Participant deferral / active EE | $5,711 | $5,238+9.0% | $4,426+29.0% | $6,400-10.8% |
| Admin fee / account holder | $5,368 | $6,944-22.7% | $5,425-1.1% | $11,426-53.0% |