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 | $26,010 | $72,404-64.1% | $110,238-76.4% | $64,186-59.5% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -0.45% | -6.29%+5.8pp | 314.74%-315.2pp | 7.63%-8.1pp |
| Employer contribution / active EE | $360 | $2,282-84.2% | $3,826-90.6% | $2,381-84.9% |
| Participant deferral / active EE | $4,319 | $3,469+24.5% | $4,672-7.6% | $3,470+24.5% |
| Admin fee / account holder | $1,503 | $5,664-73.5% | $8,547-82.4% | $4,888-69.2% |