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 | $12,497 | $73,867-83.1% | $143,757-91.3% | $68,494-81.8% |
| Participation rate | 95.3% | 66.7%+28.6pp | 80.3%+15.0pp | 67.9%+27.4pp |
| Annual return | -13.98% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $259 | $3,184-91.9% | $4,951-94.8% | $2,596-90.0% |
| Participant deferral / active EE | $1,210 | $3,384-64.2% | $5,637-78.5% | $4,027-70.0% |
| Admin fee / account holder | $1,075 | $5,755-81.3% | $14,673-92.7% | $5,403-80.1% |