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 | $20,115 | $69,010-70.9% | $159,960-87.4% | $68,494-70.6% |
| Participation rate | 89.4% | 65.4%+24.0pp | 78.0%+11.4pp | 67.9%+21.5pp |
| Annual return | -12.11% | -9.65%-2.5pp | 408.60%-420.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $321 | $2,213-85.5% | $4,226-92.4% | $2,596-87.6% |
| Participant deferral / active EE | $3,030 | $4,212-28.1% | $6,182-51.0% | $4,027-24.8% |
| Admin fee / account holder | $977 | $4,798-79.6% | $8,698-88.8% | $5,403-81.9% |