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 | $34,621 | $85,790-59.6% | $67,313-48.6% | $135,375-74.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.63% | -0.54%-5.1pp | -4.08%-1.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $271 | $3,487-92.2% | $2,566-89.5% | $4,779-94.3% |
| Participant deferral / active EE | $1,406 | $4,651-69.8% | $3,568-60.6% | $5,609-74.9% |
| Admin fee / account holder | $1,167 | $6,392-81.7% | $4,507-74.1% | $10,827-89.2% |