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 8-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 | $10,109 | $45,863-78.0% | $77,024-86.9% | $68,494-85.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.17% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $180 | $1,650-89.1% | $2,812-93.6% | $2,596-93.1% |
| Participant deferral / active EE | $1,842 | $2,962-37.8% | $4,426-58.4% | $4,027-54.3% |
| Admin fee / account holder | $826 | $3,041-72.8% | $5,425-84.8% | $5,403-84.7% |