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 | $27,796 | $57,354-51.5% | $83,848-66.9% | $64,186-56.7% |
| Participation rate | 82.1% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.5pp |
| Annual return | -6.01% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $99 | $2,545-96.1% | $3,631-97.3% | $2,381-95.9% |
| Participant deferral / active EE | $2,262 | $2,993-24.4% | $4,082-44.6% | $3,470-34.8% |
| Admin fee / account holder | $796 | $4,046-80.3% | $5,478-85.5% | $4,888-83.7% |