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 | $20,371 | $52,681-61.3% | $75,781-73.1% | $59,632-65.8% |
| Participation rate | 79.6% | 67.2%+12.4pp | 75.8%+3.8pp | 68.7%+10.9pp |
| Annual return | -2.65% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $153 | $2,193-93.0% | $3,323-95.4% | $2,203-93.1% |
| Participant deferral / active EE | $1,017 | $2,591-60.7% | $3,651-72.1% | $3,192-68.1% |
| Admin fee / account holder | $959 | $3,610-73.4% | $5,299-81.9% | $4,297-77.7% |