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 | $37,200 | $127,100-70.7% | $105,738-64.8% | $135,375-72.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.37% | 4.49%-12.9pp | 6.27%-14.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $168 | $4,107-95.9% | $3,268-94.9% | $4,779-96.5% |
| Participant deferral / active EE | $2,299 | $5,064-54.6% | $4,080-43.6% | $5,609-59.0% |
| Admin fee / account holder | $1,043 | $9,087-88.5% | $6,913-84.9% | $10,827-90.4% |