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 | $25,304 | $100,754-74.9% | $86,677-70.8% | $134,475-81.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.74% | 29.04%-44.8pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $319 | $3,489-90.9% | $2,836-88.8% | $4,740-93.3% |
| Participant deferral / active EE | $5,361 | $5,338+0.4% | $4,656+15.1% | $6,400-16.2% |
| Admin fee / account holder | $3,066 | $10,926-71.9% | $7,493-59.1% | $11,426-73.2% |