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 | $14,625 | $73,867-80.2% | $143,757-89.8% | $68,494-78.6% |
| Participation rate | 96.5% | 66.7%+29.8pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -11.03% | 1.01%-12.0pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $295 | $3,184-90.7% | $4,951-94.0% | $2,596-88.6% |
| Participant deferral / active EE | $3,331 | $3,384-1.6% | $5,637-40.9% | $4,027-17.3% |
| Admin fee / account holder | $10,102 | $5,755+75.5% | $14,673-31.2% | $5,403+87.0% |