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 8-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 | $5,519 | $82,286-93.3% | $68,791-92.0% | $134,475-95.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -18.18% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,638 | $4,739-23.2% | $3,941-7.7% | $6,400-43.2% |
| Admin fee / account holder | $794 | $6,481-87.7% | $4,932-83.9% | $11,426-93.1% |