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 | $23,540 | $48,265-51.2% | $68,791-65.8% | $68,494-65.6% |
| Participation rate | 90.9% | 60.7%+30.2pp | 69.0%+21.9pp | 67.9%+23.0pp |
| Annual return | -18.17% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $123 | $1,829-93.3% | $2,655-95.4% | $2,596-95.3% |
| Participant deferral / active EE | $2,236 | $2,867-22.0% | $3,941-43.3% | $4,027-44.5% |
| Admin fee / account holder | $938 | $4,355-78.5% | $4,932-81.0% | $5,403-82.6% |