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 | $29,041 | $57,354-49.4% | $83,848-65.4% | $64,186-54.8% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $247 | $2,545-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $2,450 | $2,993-18.1% | $4,082-40.0% | $3,470-29.4% |
| Admin fee / account holder | $2,070 | $4,046-48.8% | $5,478-62.2% | $4,888-57.6% |