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 | $41,500 | $45,863-9.5% | $77,024-46.1% | $68,494-39.4% |
| Participation rate | 80.6% | 55.9%+24.7pp | 67.9%+12.7pp | 67.9%+12.8pp |
| Annual return | -18.43% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $24 | $1,650-98.5% | $2,812-99.1% | $2,596-99.1% |
| Participant deferral / active EE | $2,911 | $2,962-1.7% | $4,426-34.2% | $4,027-27.7% |
| Admin fee / account holder | $1,604 | $3,041-47.2% | $5,425-70.4% | $5,403-70.3% |