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 | $40,395 | $82,664-51.1% | $125,339-67.8% | $68,494-41.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $215 | $3,381-93.6% | $4,814-95.5% | $2,596-91.7% |
| Participant deferral / active EE | $3,283 | $6,110-46.3% | $7,446-55.9% | $4,027-18.5% |
| Admin fee / account holder | $1,610 | $6,275-74.3% | $10,010-83.9% | $5,403-70.2% |