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 | $13,853 | $42,383-67.3% | $76,523-81.9% | $64,186-78.4% |
| Participation rate | 73.1% | 58.1%+14.9pp | 68.0%+5.1pp | 69.6%+3.5pp |
| Annual return | -8.58% | -16.54%+8.0pp | -0.27%-8.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $165 | $1,563-89.4% | $2,647-93.8% | $2,381-93.1% |
| Participant deferral / active EE | $1,643 | $2,566-36.0% | $3,835-57.2% | $3,470-52.6% |
| Admin fee / account holder | $564 | $3,198-82.4% | $4,848-88.4% | $4,888-88.5% |