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 | $25,060 | $133,958-81.3% | $112,228-77.7% | $134,475-81.4% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -16.45% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $360 | $4,038-91.1% | $3,635-90.1% | $4,740-92.4% |
| Participant deferral / active EE | $2,192 | $5,291-58.6% | $4,728-53.6% | $6,400-65.8% |
| Admin fee / account holder | $1,587 | $7,489-78.8% | $6,410-75.2% | $11,426-86.1% |