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 6-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 | $16,101 | $69,010-76.7% | $159,960-89.9% | $68,494-76.5% |
| Participation rate | 75.4% | 65.4%+10.0pp | 78.0%-2.5pp | 67.9%+7.6pp |
| Annual return | -14.38% | -9.65%-4.7pp | 408.60%-423.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $229 | $2,213-89.6% | $4,226-94.6% | $2,596-91.2% |
| Participant deferral / active EE | $2,346 | $4,212-44.3% | $6,182-62.0% | $4,027-41.7% |
| Admin fee / account holder | $317 | $4,798-93.4% | $8,698-96.4% | $5,403-94.1% |