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 | $47,265 | $57,354-17.6% | $83,848-43.6% | $64,186-26.4% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -7.17% | 11.38%-18.6pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $32 | $2,545-98.8% | $3,631-99.1% | $2,381-98.7% |
| Participant deferral / active EE | $1,792 | $2,993-40.1% | $4,082-56.1% | $3,470-48.4% |
| Admin fee / account holder | $5,489 | $4,046+35.7% | $5,478+0.2% | $4,888+12.3% |