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 | $21,500 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | -17.78% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $844 | $5,619-85.0% | $4,951-83.0% | $4,740-82.2% |
| Participant deferral / active EE | $2,960 | $6,446-54.1% | $5,637-47.5% | $6,400-53.7% |
| Admin fee / account holder | $3,122 | $18,088-82.7% | $14,673-78.7% | $11,426-72.7% |