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 | $28,949 | $61,774-53.1% | $97,226-70.2% | $80,856-64.2% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+11.9pp | 67.6%+17.0pp |
| Annual return | 12.45% | -557.90%+570.4pp | 75.13%-62.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $34 | $1,837-98.1% | $2,729-98.7% | $2,755-98.8% |
| Participant deferral / active EE | $4,337 | $3,029+43.2% | $4,264+1.7% | $4,296+1.0% |
| Admin fee / account holder | $972 | $5,166-81.2% | $5,654-82.8% | $6,918-86.0% |