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 | $29,244 | $100,754-71.0% | $86,677-66.3% | $134,475-78.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.03% | 29.04%-49.1pp | 35.91%-55.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $278 | $3,489-92.0% | $2,836-90.2% | $4,740-94.1% |
| Participant deferral / active EE | $1,956 | $5,338-63.4% | $4,656-58.0% | $6,400-69.4% |
| Admin fee / account holder | $6,143 | $10,926-43.8% | $7,493-18.0% | $11,426-46.2% |