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 | $54,245 | $82,286-34.1% | $68,791-21.1% | $134,475-59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.11% | -2.19%-10.9pp | -6.38%-6.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $85 | $3,301-97.4% | $2,655-96.8% | $4,740-98.2% |
| Participant deferral / active EE | $1,541 | $4,739-67.5% | $3,941-60.9% | $6,400-75.9% |
| Admin fee / account holder | $445 | $6,481-93.1% | $4,932-91.0% | $11,426-96.1% |