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 | $33,000 | $82,664-60.1% | $125,339-73.7% | $68,494-51.8% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $362 | $3,381-89.3% | $4,814-92.5% | $2,596-86.0% |
| Participant deferral / active EE | $4,868 | $6,110-20.3% | $7,446-34.6% | $4,027+20.9% |
| Admin fee / account holder | $2,686 | $6,275-57.2% | $10,010-73.2% | $5,403-50.3% |