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 | $65,927 | $57,354+14.9% | $83,848-21.4% | $64,186+2.7% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | -4.96% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $148 | $2,545-94.2% | $3,631-95.9% | $2,381-93.8% |
| Participant deferral / active EE | $2,962 | $2,993-1.0% | $4,082-27.4% | $3,470-14.6% |
| Admin fee / account holder | $7,575 | $4,046+87.3% | $5,478+38.3% | $4,888+55.0% |