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 | $19,138 | $53,162-64.0% | $91,220-79.0% | $68,494-72.1% |
| Participation rate | 76.0% | 63.2%+12.8pp | 73.2%+2.8pp | 67.9%+8.1pp |
| Annual return | -16.70% | -3.14%-13.6pp | 114.01%-130.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $16 | $1,709-99.1% | $2,850-99.4% | $2,596-99.4% |
| Participant deferral / active EE | $3,965 | $2,974+33.3% | $4,234-6.3% | $4,027-1.5% |
| Admin fee / account holder | $1,379 | $4,493-69.3% | $5,420-74.5% | $5,403-74.5% |