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 | $24,120 | $105,860-77.2% | $90,749-73.4% | $134,475-82.1% |
| Participation rate | 77.3% | 78.2%-1.0pp | 75.7%+1.6pp | 81.2%-3.9pp |
| Annual return | -6.91% | -11.01%+4.1pp | -12.16%+5.3pp | 417.96%-424.9pp |
| Employer contribution / active EE | $165 | $3,462-95.2% | $2,921-94.3% | $4,740-96.5% |
| Participant deferral / active EE | $1,879 | $5,216-64.0% | $4,564-58.8% | $6,400-70.6% |
| Admin fee / account holder | $514 | $13,938-96.3% | $8,445-93.9% | $11,426-95.5% |