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 | $17,320 | $59,107-70.7% | $86,436-80.0% | $68,494-74.7% |
| Participation rate | 85.3% | 75.2%+10.1pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -17.72% | -0.23%-17.5pp | 4394.89%-4412.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,208 | $5,901+89.9% | $6,952+61.2% | $4,027+178.3% |
| Admin fee / account holder | $9,618 | $5,637+70.6% | $6,731+42.9% | $5,403+78.0% |