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 | $23,800 | $167,307-85.8% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.26% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $802 | $5,619-85.7% | $4,951-83.8% | $4,740-83.1% |
| Participant deferral / active EE | $5,585 | $6,446-13.4% | $5,637-0.9% | $6,400-12.7% |
| Admin fee / account holder | $388 | $18,088-97.9% | $14,673-97.4% | $11,426-96.6% |