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 | $23,605 | $57,354-58.8% | $83,848-71.8% | $64,186-63.2% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.3pp | 69.6%+9.9pp |
| Annual return | -5.84% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $310 | $2,545-87.8% | $3,631-91.5% | $2,381-87.0% |
| Participant deferral / active EE | $2,435 | $2,993-18.6% | $4,082-40.3% | $3,470-29.8% |
| Admin fee / account holder | $1,429 | $4,046-64.7% | $5,478-73.9% | $4,888-70.8% |