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 | $20,886 | $133,958-84.4% | $112,228-81.4% | $134,475-84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.11% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $714 | $4,038-82.3% | $3,635-80.3% | $4,740-84.9% |
| Participant deferral / active EE | $3,105 | $5,291-41.3% | $4,728-34.3% | $6,400-51.5% |
| Admin fee / account holder | $7,275 | $7,489-2.9% | $6,410+13.5% | $11,426-36.3% |