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 8-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 | $20,198 | $57,354-64.8% | $83,848-75.9% | $64,186-68.5% |
| Participation rate | 80.6% | 68.6%+12.0pp | 76.1%+4.5pp | 69.6%+11.0pp |
| Annual return | 0.01% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $275 | $2,545-89.2% | $3,631-92.4% | $2,381-88.4% |
| Participant deferral / active EE | $1,396 | $2,993-53.4% | $4,082-65.8% | $3,470-59.8% |
| Admin fee / account holder | $8,363 | $4,046+106.7% | $5,478+52.7% | $4,888+71.1% |