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 | $22,256 | $53,162-58.1% | $91,220-75.6% | $68,494-67.5% |
| Participation rate | 80.3% | 63.2%+17.1pp | 73.2%+7.1pp | 67.9%+12.4pp |
| Annual return | -16.56% | -3.14%-13.4pp | 114.01%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $230 | $1,709-86.6% | $2,850-91.9% | $2,596-91.2% |
| Participant deferral / active EE | $1,466 | $2,974-50.7% | $4,234-65.4% | $4,027-63.6% |
| Admin fee / account holder | $493 | $4,493-89.0% | $5,420-90.9% | $5,403-90.9% |