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 | $47,976 | $100,754-52.4% | $86,677-44.6% | $134,475-64.3% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -14.36% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $63 | $3,489-98.2% | $2,836-97.8% | $4,740-98.7% |
| Participant deferral / active EE | $2,041 | $5,338-61.8% | $4,656-56.2% | $6,400-68.1% |
| Admin fee / account holder | $550 | $10,926-95.0% | $7,493-92.7% | $11,426-95.2% |