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 | $37,550 | $99,032-62.1% | $80,019-53.1% | $135,375-72.3% |
| Participation rate | 70.8% | 78.4%-7.5pp | 75.8%-5.0pp | 82.6%-11.8pp |
| Annual return | -4.28% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $85 | $3,043-97.2% | $2,468-96.6% | $4,779-98.2% |
| Participant deferral / active EE | $1,700 | $4,282-60.3% | $3,686-53.9% | $5,609-69.7% |
| Admin fee / account holder | $1,601 | $10,436-84.7% | $6,521-75.5% | $10,827-85.2% |