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 | $16,322 | $73,867-77.9% | $143,757-88.6% | $68,494-76.2% |
| Participation rate | 72.4% | 66.7%+5.7pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -13.77% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $294 | $3,184-90.8% | $4,951-94.1% | $2,596-88.7% |
| Participant deferral / active EE | $1,518 | $3,384-55.1% | $5,637-73.1% | $4,027-62.3% |
| Admin fee / account holder | $3,374 | $5,755-41.4% | $14,673-77.0% | $5,403-37.5% |