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 | $33,169 | $92,222-64.0% | $76,768-56.8% | $135,375-75.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $525 | $3,216-83.7% | $2,485-78.9% | $4,779-89.0% |
| Participant deferral / active EE | $2,977 | $4,509-34.0% | $3,852-22.7% | $5,609-46.9% |
| Admin fee / account holder | $566 | $10,748-94.7% | $6,675-91.5% | $10,827-94.8% |