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 | $36,936 | $76,000-51.4% | $154,107-76.0% | $64,186-42.5% |
| Participation rate | 72.6% | 70.4%+2.2pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | -7.65% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $292 | $3,351-91.3% | $5,298-94.5% | $2,381-87.7% |
| Participant deferral / active EE | $2,223 | $3,175-30.0% | $5,081-56.2% | $3,470-35.9% |
| Admin fee / account holder | $857 | $5,596-84.7% | $13,411-93.6% | $4,888-82.5% |