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 | $34,312 | $129,942-73.6% | $104,294-67.1% | $134,475-74.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.82% | 42.03%-54.9pp | 24.61%-37.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $627 | $4,184-85.0% | $3,372-81.4% | $4,740-86.8% |
| Participant deferral / active EE | $2,614 | $5,588-53.2% | $4,625-43.5% | $6,400-59.1% |
| Admin fee / account holder | $3,548 | $9,323-61.9% | $7,339-51.7% | $11,426-69.0% |