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 | $24,006 | $95,862-75.0% | $79,550-69.8% | $134,475-82.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -13.53% | -2.69%-10.8pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $181 | $3,128-94.2% | $2,413-92.5% | $4,740-96.2% |
| Participant deferral / active EE | $1,481 | $4,693-68.4% | $3,985-62.8% | $6,400-76.9% |
| Admin fee / account holder | $665 | $9,126-92.7% | $6,832-90.3% | $11,426-94.2% |