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 | $22,151 | $76,000-70.9% | $154,107-85.6% | $64,186-65.5% |
| Participation rate | 86.4% | 70.4%+15.9pp | 83.0%+3.3pp | 69.6%+16.8pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $369 | $3,351-89.0% | $5,298-93.0% | $2,381-84.5% |
| Participant deferral / active EE | $1,973 | $3,175-37.8% | $5,081-61.2% | $3,470-43.1% |
| Admin fee / account holder | $1,267 | $5,596-77.4% | $13,411-90.6% | $4,888-74.1% |