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 | $33,254 | $69,010-51.8% | $159,960-79.2% | $68,494-51.4% |
| Participation rate | 98.4% | 65.4%+33.0pp | 78.0%+20.5pp | 67.9%+30.5pp |
| Annual return | -17.89% | -9.65%-8.2pp | 408.60%-426.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $355 | $2,213-84.0% | $4,226-91.6% | $2,596-86.3% |
| Participant deferral / active EE | $3,547 | $4,212-15.8% | $6,182-42.6% | $4,027-11.9% |
| Admin fee / account holder | $1,368 | $4,798-71.5% | $8,698-84.3% | $5,403-74.7% |