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 | $20,455 | $69,518-70.6% | $59,878-65.8% | $135,375-84.9% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.7%+11.7pp | 82.6%+3.7pp |
| Annual return | -6.72% | 7.94%-14.7pp | 3.46%-10.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $277 | $3,235-91.4% | $2,722-89.8% | $4,779-94.2% |
| Participant deferral / active EE | $2,366 | $4,206-43.7% | $3,402-30.4% | $5,609-57.8% |
| Admin fee / account holder | $4,518 | $5,734-21.2% | $3,590+25.8% | $10,827-58.3% |