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 | $46,342 | $72,404-36.0% | $110,238-58.0% | $64,186-27.8% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -6.61% | -6.29%-0.3pp | 314.74%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $233 | $2,282-89.8% | $3,826-93.9% | $2,381-90.2% |
| Participant deferral / active EE | $2,257 | $3,469-35.0% | $4,672-51.7% | $3,470-35.0% |
| Admin fee / account holder | $1,825 | $5,664-67.8% | $8,547-78.7% | $4,888-62.7% |