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 | $24,248 | $54,229-55.3% | $70,092-65.4% | $68,494-64.6% |
| Participation rate | 77.6% | 64.5%+13.1pp | 70.5%+7.1pp | 67.9%+9.7pp |
| Annual return | -15.74% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $107 | $2,018-94.7% | $2,559-95.8% | $2,596-95.9% |
| Participant deferral / active EE | $1,212 | $2,956-59.0% | $3,849-68.5% | $4,027-69.9% |
| Admin fee / account holder | $1,561 | $4,694-66.7% | $6,267-75.1% | $5,403-71.1% |