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 | $25,194 | $73,867-65.9% | $143,757-82.5% | $68,494-63.2% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -18.75% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $195 | $3,184-93.9% | $4,951-96.1% | $2,596-92.5% |
| Participant deferral / active EE | $2,857 | $3,384-15.6% | $5,637-49.3% | $4,027-29.1% |
| Admin fee / account holder | $1,275 | $5,755-77.8% | $14,673-91.3% | $5,403-76.4% |