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 | $38,310 | $78,694-51.3% | $67,652-43.4% | $125,391-69.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -0.90% | 9.46%-10.4pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,918 | $4,292-55.3% | $3,560-46.1% | $5,352-64.2% |
| Admin fee / account holder | $2,705 | $7,403-63.5% | $4,821-43.9% | $9,540-71.6% |