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 | $43,908 | $133,958-67.2% | $112,228-60.9% | $134,475-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.29% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $616 | $4,038-84.7% | $3,635-83.1% | $4,740-87.0% |
| Participant deferral / active EE | $2,843 | $5,291-46.3% | $4,728-39.9% | $6,400-55.6% |
| Admin fee / account holder | $348 | $7,489-95.4% | $6,410-94.6% | $11,426-97.0% |