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 | $12,401 | $48,265-74.3% | $68,791-82.0% | $68,494-81.9% |
| Participation rate | 92.3% | 60.7%+31.6pp | 69.0%+23.3pp | 67.9%+24.4pp |
| Annual return | -6.83% | -12.71%+5.9pp | -6.38%-0.5pp | -7.84%+1.0pp |
| Employer contribution / active EE | $251 | $1,829-86.3% | $2,655-90.6% | $2,596-90.3% |
| Participant deferral / active EE | $1,171 | $2,867-59.1% | $3,941-70.3% | $4,027-70.9% |
| Admin fee / account holder | $14,863 | $4,355+241.3% | $4,932+201.4% | $5,403+175.1% |