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 | $19,842 | $57,354-65.4% | $83,848-76.3% | $64,186-69.1% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -8.48% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2 | $2,545-99.9% | $3,631-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $3,298 | $2,993+10.2% | $4,082-19.2% | $3,470-4.9% |
| Admin fee / account holder | $533 | $4,046-86.8% | $5,478-90.3% | $4,888-89.1% |