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 | $23,263 | $62,586-62.8% | $76,768-69.7% | $64,186-63.8% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $313 | $1,832-82.9% | $2,485-87.4% | $2,381-86.9% |
| Participant deferral / active EE | $1,729 | $3,145-45.0% | $3,852-55.1% | $3,470-50.2% |
| Admin fee / account holder | $1,581 | $4,667-66.1% | $6,675-76.3% | $4,888-67.7% |