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 | $23,441 | $62,586-62.5% | $76,768-69.5% | $64,186-63.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 77.0%+15.9pp | 69.6%+23.3pp |
| Annual return | -7.33% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $64 | $1,832-96.5% | $2,485-97.4% | $2,381-97.3% |
| Participant deferral / active EE | $2,736 | $3,145-13.0% | $3,852-29.0% | $3,470-21.1% |
| Admin fee / account holder | $737 | $4,667-84.2% | $6,675-89.0% | $4,888-84.9% |