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 | $38,390 | $147,167-73.9% | $111,392-65.5% | $135,375-71.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.05% | -4.44%+0.4pp | -2.06%-2.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,080 | $5,204-79.3% | $4,328-75.0% | $4,779-77.4% |
| Participant deferral / active EE | $2,658 | $6,565-59.5% | $5,567-52.3% | $5,609-52.6% |
| Admin fee / account holder | $2,175 | $20,270-89.3% | $12,266-82.3% | $10,827-79.9% |