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 | $17,589 | $87,540-79.9% | $75,781-76.8% | $125,391-86.0% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -2.39% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $443 | $3,930-88.7% | $3,323-86.7% | $4,866-90.9% |
| Participant deferral / active EE | $2,151 | $4,229-49.1% | $3,651-41.1% | $5,352-59.8% |
| Admin fee / account holder | $449 | $6,502-93.1% | $5,299-91.5% | $9,540-95.3% |