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 | $14,082 | $73,867-80.9% | $143,757-90.2% | $68,494-79.4% |
| Participation rate | 75.8% | 66.7%+9.1pp | 80.3%-4.5pp | 67.9%+7.9pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6 | $3,184-99.8% | $4,951-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $1,242 | $3,384-63.3% | $5,637-78.0% | $4,027-69.2% |
| Admin fee / account holder | $544 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |